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Creating a New Connection from the Connections Page

  1. Navigate to the Connections page. All of your connections appear in a table.

  1. Click Add connection. A New Connection dialog box opens displaying icons of external service providers available.

  2. Select a vendor or use the search bar to search for a specific vendor. Click the icon. A dialog box with name of the connection and connection methods appears.

  1. Optional:
    1. Edit the name of the connection. At a later stage you cannot edit the name.
    2. Add a description for your connection
  1. Select which connection method use in order to create connections. A vendor can have between one to three different connection methods.

:::tip

The recommended method appears in the blue button. The method can be changed later by editing your connection.

:::

  1. Fill in the parameters:

    • Tags
    • Connection Type (Mandatory) Each connection type has additional parameters that need to be filled in.

  2. Optional- Click Test Connection to test it.

  3. Click Create connection. The new connection appears on the Connections page.

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Creating a New Connection in the Workflow Editor

  1. In Workflow Editor page, for any step that needs a connection, click Select connection. Select an existing connection or create a new one.

  2. To create a new connection, select + Create New Connection. A New connection dialog box opens. The relevant methods for creating this specific connection are displayed.

  3. Select a method.

  1. Fill in the parameters:

    • Tags
    • Connection Type (Mandatory) Each connection type has additional parameters that need to be filled in.

  2. Optional- Click Test Connection to test it.

  3. Click Create connection. The new connection appears on the Connections page.

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Testing a Connection

INFO

  • Please note, connections created with the _OAuth_ method or with the _Or sign in with_ method, cannot be tested. Only when the mandatory parameters are filled in, a connection can be tested.

  • Testing a Connection is optional and is not a requirement if you wish not to.

  1. Click the dropdown menu to see available runners.

  2. Select the runner with which to test the connection. The default runner is Blink Cloud.

  3. Click Test. The result of the test will be displayed. Depending on the service provider, the information about the results differ.

  4. Click Create connection. The connection is created and appears in your connections screen.

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Creating a Connection using Personal Accounts

If you have a personal account with the provider used in the Step, you can create a connection using open authorization (OAuth) or single sign-on (SSO).

  1. Click Sign on with…. Using your personal account you will be signed in.

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Editing a Connection

You can edit a previously created connection.

  1. Navigate to the Connections page.

    1. Click the connection you would like to modify, make the desired changes and then click the “Save” button to apply the changes.

    OR

    1. Click on the icon on right-hand side of the connection you would like to modify, then click the “Edit” option, make the desired changes and then click the “Save” button to apply the changes.