integration-service
2024.10
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Integration Service for Automation Suite User Guide

Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Dec 18, 2024

Integration Service configuration checklist

After installing and enabling Integration Service on your on-premises environment, use this checklist to evaluate if Integration Service is working properly.

  1. Follow the steps described in Publishing connectors to install connectors on your Automation Suite environment.
  2. Ensure that you have configure a domain URLs allowlist. For details, see Configuring an allowlist for connector domains.
  3. Create a connection to a connector of your choosing. For example, Gmail. Follow the steps described in Gmail authentication.
  4. Create a new project in Studio Web and set up a trigger to start the automation. For example, select Email Received.
  5. Make sure the connection is correctly retrieved, then configure the trigger with the necessary filters.
  6. Next, add another activity to the workflow, such as Forward Email. Configure the activity.
  7. Run the process to test the trigger and activity.

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