Connections

Zoho RPA empowers you to effortlessly integrate with over 800 cloud applications through prebuilt connections. These connections enable you to seamlessly integrate these services into your RPA flows, streamlining workflows and automating tasks across various platforms. Connections that you create in your Zoho RPA Account are powered by Zoho Flow. Flow is an integration platform that allows you to connect to and exchange data with a wide range of applications. For example, you can connect your Trello account or your team's Gmail account to Zoho Flow, then use them in your Zoho RPA flows.

Create a Connection

To create an app connection:

Go to Settings > Connections.
Click Create Connection.
In the configuration window that appears, choose an app and click Next.
Enter the connection name. This is the name of your app account on Zoho Flow. For example, Frank's Zoho Books or Ann's CRM.
You can edit your connection name any time by clicking the edit icon.
Enter any other details required to create a connection. This varies by app as different apps have different authentication requirements.
For some apps, you may be able to choose whether the connection can be used for all triggers and actions or only for a selected few.
Click Authorize.

Note: You can create multiple connections for the same app. For example, you can connect your personal and professional Gmail accounts to Zoho Flow and use them in your Zoho RPA flows.

Share or Unshare Connections

Your app connection is private by default (excluding the organization owner and admins who have access to all connections). Sharing a connection makes it available to all members of your organization. They can access, create, and update data by using the connection in RPA flows.

Click Share to share the connection with your organization members.

Unsharing a connection denies all other users access and makes it private again. RPA Flows using the connection will continue to access, create, and update data using the connection. Click Unshare to make the connection private.

Test Connection

An invalid connection causes your RPA flow to fail. Click Test to check whether your connection is working correctly. If you do not see a success message, try reconnecting or creating a new connection.

Reconnect Connection

Reconnect if your connection has an issue or if you want to change the triggers and actions that can use this flow (for selected apps only).

Click Reconnect, make the necessary changes, and click Authorize.

Delete Connection

Deleting a connection removes it permanently. If you delete a connection, any flows using it will fail. Actions previously executed by the flow with the connection won't be affected.