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Creating a New Connection

A connection can be created from the Connections page or from the Automations edit mode page.

Creating a new connection from the connections screen​

  1. Navigate to the Connections page. All of your connections appear in a table.
  2. Click Add connection. A New Connection dialog box opens displaying icons of external service providers available.
  3. 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.

ConnectionVendors

  1. (Optional) Edit the name of the connection. At a later stage you cannot edit the name.
  2. Select which method to make the connection. The recommended method appears the blue button. The method can be changed later by editing your connection.

ConnectionMethod

  1. Fill in the parameters:
  • Tags
  • Connection Type (Mandatory)
    Each connection type has additional parameters that need to be filled in.
  1. (Optional) Click Test Connection to test it.
  2. Click Create connection. The new connection appears on the Connections page.

Creating a new connection from the Automation edit page​

  1. In the Automation edit 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.
  4. Fill in the parameters:
  • Tags
  • Connection Type (Mandatory)
    Each connection type has additional parameters that need to be filled in.
  1. (Optional) Click Test Connection to test it.
  2. Click Create connection. The new connection appears on the Connections page.

Testing a connection (Optional)​

When the mandatory parameters are filled in, a connection can be tested.

  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.

Connections created with OAuth (Or sign in with...) cannot be tested.

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.

Editing a connection​

You can edit a previously made connection.

  1. Navigate to the Connections page.
    • Click the name of the connection. OR
    • Click ThreeDots > Edit on the right-side of the Connections table. An Edit connection dialog box opens.
  2. Edit your connection and click Save.

ConnectionEdit