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.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
About custom functions
Zoho Sprints comes with the capability for you to create custom functions and automate your business process. A Custom Function is composed of a group of deluge statements that are combined to perform a certain task. This function can be invoked ...About connections
Connections help you in integrating with other Zoho or external cloud services in a secure manner. When you create a custom function with a requirement to interact with other applications, you are required to create a connection for that particular ...Create and manage sprints
Zoho Sprints enables you to run your projects in a series of short term projects that are sprints. A sprint in agile project management can be defined as the shortest span of time within which a select few tasks are completed. The completion of those ...Create and manage release
Releases enable you to plan, supervise, and deliver on the work items efficiently. Creating and managing your release is made simple and effective in Zoho Sprints. Note: Release can be accessed only when the module is enabled for your workspace ...Manage access using Zoho Directory
Zoho Sprints has an inbuilt integration with Zoho Directory, a cloud-based service that meets your organization's account and user management requirements. This provides you with a robust mechanism to authenticate user access, impose IP restrictions, ...
New to Zoho LandingPage?
Zoho LandingPage Resources