Create and manage connections
You can create connections using the available default services or add a new service based on your requirement.
Create connection
To create connection:
- Click the gear icon at the top-right. The settings window will appear.
- Select Connections under Automation. The connections listing page will appear.
- Click the Create Connection button.
- Pick the required service from the list of default services.
- Enter connection name and connection link name.
- Select the scopes. Scopes allow you to determine the access level for access that service to perform actions like add, update, etc.
- Click the Create and Connect button. You will be requested to connect to the newly established connection.
- Click Proceed and authorize the connection. The connection will be created.
Enable or disable Use Credentials of Login User based on your usage and preference.
Edit connection
To edit connection:
- Click the gear icon at the top-right. The settings window will appear.
- Select Connections under Automation. The connections listing page will appear.
- Hover over required connection on the listing page.
- Click the Edit icon.
- Make required changes to the name or scope.
- Click the Update button. You will be requested to re-authenticate.
- Perform re-authentication and update the connection.
Alternatively, click the connection and navigate to the summary page and use the edit option here.
Delete connection
To edit connection:
- Click the gear icon at the top-right. The settings window will appear.
- Select Connections under Automation. The connections listing page will appear.
- Hover over required connection on the listing page.
- Click the Delete icon. A confirmation pop-up will appear.
Alternatively, click the connection and navigate to the summary page and use the delete option here.
Create service
To create service:
- Click the gear icon at the top-right. The settings window will appear.
- Select Connections under Automation. The connections listing page will appear.
- Click the Create Connection button.
- Select Custom Services.
- Click Create New Service.
- Enter service details like service name, link name, authentication type, param type, etc.
- Click the Create Service button. The service is created. Now you can proceed to establishing a connection for the service with the due authorization.
Revoke connection
You can revoke access to a service by revoking connection. This leads to the connection being discontinued. Revoking connection will cause existing functions created using the connection to fail.
To revoke connection:
- Click the gear icon at the top-right. The settings window will appear.
- Select Connections under Automation. The connections listing page will appear.
- Hover over required connection on the listing page.
- Click the Revoke button. A confirmation pop-up will appear.
- Click Revoke to discontinue connection.
Alternatively, click the connection and navigate to the summary page and use the revoke option here.
Share connection
You can enable other users of your workspace to share your connection.
To share connection:
- Click the gear icon at the top-right. The settings window will appear.
- Select Connections under Automation. The connections listing page will appear.
- Hover over required connection on the listing page.
- Click the share icon.
- Enter the email address of the users to share.
- Click Send. The connection will be shared.
The users will receive notification and the connection will be listed in their Shared Connections section. They can access and authenticate it to create integration tasks for that service.
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