Create and authorize connections | Zoho Creator Help

Create and Authorize Connections

This help page is for users in Creator 6. If you are in the older version(Creator 5), click here. Know your Creator version.
To integrate your Zoho Creator application with other cloud services, you need to configure a connection. This process of configuring a connection is twofold. The first step requires you to create the connection with the specified parameters. The next step requires you to authorize the connection for it to be functional. There are several built-in connectors available in Zoho Creator you can use to create connections. To connect with services that are not available as a built-in connector, you can create a custom connector for that service and use it in a connection.

Create and authorize connection

1. Navigate to the Microservices page.
2. Click Create New.


3. Click Pick & Create under Connections. The list of built-in connectors will appear as cards.
Note: If the required service is not available in the list of built-in connectors, you can create a custom connector and proceed further.
You can navigate to built-in connector section or custom connector section from the left pane.
4. You can navigate to BUILT-IN CONNECTOR or CUSTOM CONNECTOR section from the left panel.


5. Select the connector of the required service listed as cards for creating a connection.

6. Enter a name for the connection. For a connector with OAuth2 type authentication, you will be prompted to select scopes before creating a connection as shown below. 

7. Select the Always use the same authorization for all environments checkbox, if you need the same credentials to be used to authorize across all environments.

8. Click Create and Authorize. The connection will be created and prompted for authorization.

9. Enter the Name of the Authorization Account and the authorization credentials. The name provided is used to identify the authorization. 

The credentials required to authorize are based on the authentication type supported by the target service.
For built-in connectors, the parameters that are required by the service are preconfigured. While creating connections, you can simply provide your credentials.

For custom connectors, you will need to configure the parameters required by the service while creating the custom connector. Configured parameters will be prompted as fields while authorizing the connection with the custom connector. Based on the authentication type used, there will be a difference in the authorization of custom connectors.

10. Select the environments for which authorization needs to be mandated.
Note: On selecting the checkbox Always use the same authorization for all environmentsall environments will be locked and the authorization will remain constant across environments.
11. Click Authorize and proceed to authorize access to the selected service.

12. For OAuth2, once you click Authorize,  you will be redirected to the third-party service authorization page. Enter the authorization credentials and accept the access permissions for the application.

13. After authorization, the connection is ready to be used in your applications.
Note:The connections created using built-in connectors can be used in Datasources, deluge scripts in Workflows, and Payment workflows.

The connections created with custom connectors can be used only in deluge invoke URL tasks, mentioning the respective action API, for any specific scenario/workflow. Refer to this example to fetch files from the connected Dropbox account using an invoke URL task.

Difference in authorization of custom connectors

The authorization will differ based on the authentication type used while creating the custom connector. Let's consider a few examples:

  1. A basic authentication type service, Atlassian, requires a username and password  to establish a connection with it. In the case of Atlassian, the username will be an email and the password will be an Auth token. These need to be configured as parameters while creating the custom connector. The configured parameters are prompted as fields to get the credentials from the user while authorizing the connection. 


  2. An  API key authentication type service, Open Weather,  requires an API key to establish a connection. As with the basic connector, this needs to be configured while creating the custom connector.
  1. An  OAuth2 authentication service, Dropbox, directs you to its authorization page, where you need to give access to the configured scopes once you click Authorize.

Reuse authorization

Let's assume you have created a connection with a specific set of parameters and authorized it with an account name. When you try to create a new connection with the same set of parameters, you will be notified of the existing authorized account that you have previously used to access the service. You will be able to map the existing authorization that you have created.

Note: 
  -Connections created before the release of this feature do not have names for the authorized accounts. In those cases, the connection names are listed. On selecting them, users will be prompted to provide names for the authorized accounts.
  -The reuse option appears appears only when the same user has previously mapped the same account to the service with the same set of configuration.

Use different authorizations for different environments

Let's assume you have created a connection with a specific set of parameters and authorized it only for the development environment. After completing the development process and deploying the application to the stage environment, you need to authorize the connection. Follow the steps given below to authorize the connection for desired environment.

  1. Navigate to the connection details page by clicking the connection card and click Authorize.

  1. You can reuse the same credentials used in the development stage by selecting the Authorized Account from the dropdown and by clicking Reuse.

  1. In order to authorize a connection with a different credential, click Link New Account.

  2. Enter the Name of Authorization Account and select the environment where the authorization needs to be mandated. Click Authorize.

Reauthorize connection

Reauthorizing a connection enables you to link a new account to the connection. Click the ellipsis icon and select Reauthorize. Provide the new account name and perform the subsequent steps (that depend on the third party authorization mechanism) to authorize. Following this, the existing authorization will cease to be effective and the new authorization will take effect.

Connection details

Connection details provides information on the connection. On clicking the ellipsis icon and selecting Connection Details, you will view the following information:

  • Connection display name
  • Connection link name
  • Name of the developer or admin who authorized the connection
  • Account which is linked for authorization
  • Date of authorization

Connection access

The Connection Access section under Connection Details lists applications. You can enable access to those applications. By doing so, the connection will be available for those applications and you can create datasources using it.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Understand connections

                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Connections are intended to connect to external facilities. They enable you to integrate your Zoho Creator application with ...
                                                                                          • Manage Connections

                                                                                            This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To add a user connection Navigate to Microservices. The connections will be listed under the Connections section.  Click ...
                                                                                          • User Connections

                                                                                            A connection is required to access and transfer data to your other Zoho and third-party SaaS from Zoho Creator. To achieve this, you can select from the available extensive list of services, create a connection for the selected service, authorize it ...
                                                                                          • Authorizing a system connection

                                                                                            Only a super admin can authorize a system connection. Authorizing a system connection in live mode While accessing the application in live mode, the Authorize connections popup appears wherever an integration action that uses unauthorized system ...
                                                                                          • Understand system connections

                                                                                            When a user connection cannot be applied where integration is required in your application, the system automatically generates a connection with access to all modules of the target service in the backend. The super admin of the application can ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources