About Connections

Connections help in establishing tasks between single users and external applications. The connections are created once users authenticate with an API Provider.

Creating a Connection

1. Access the Automation Cloud.

2. On the left-side menu, click on Integrations. The Integrations windows includes two separate tabs: Connectors and Connections.

3. Click the desired Connector to create a new connection or update an existing one.

4. Click the Add Connection.

Modifying Connections

1. Access the Automation Cloud.

2. On the left-side menu, click on Integrations. The Integrations windows includes three separate tabs: Connectors and Connections.

3. Go to Connections tab, where the list of created connections is displayed.

4. Click the More button corresponding to the desired connection to modify it. You can perform the following actions:

   • Delete the connection.
   • Set it as default (this option is only available if you have several connections established for the same application.
   • Check the connection to verify its status.

Renaming Connections

To rename a connection, you will have to:

1. Access the Connections tab.

2. Hover with the mouse cursor over the name of the connection you wish to modify and you should now see the Edit button displayed.

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Note

Alternatively, you can select your connection from the list to access the detailed view. The Edit button is located on the right side of your connection name.

3. Click the Edit button and you can choose a new name for your connection.