Connections
Learn about connections in Actioner and how to connect your tools.
Actioner connects with the most popular tools, and our list is consistently expanding. Give us a shout and join our community if you are looking for a connection with a specific tool.
Overview
Connections enable your workflows to interact with your external systems. Actions within your workflows execute tasks or retrieve data in your tools. For a workflow to send data from one of your tools to another, you must first connect them and give Actioner secure access to read and write data.
A connection serves as a template for an authentication. You can set your connection by entering your authentication credentials or giving authorization to Actioner in your tool.
Connections are reusable across all workflows in your apps. You can also connect multiple accounts of the same tool to Actioner.
How to connect your tools
If a connection with your tool is not currently available, you can set up a secure connection using basic or API key authentication methods.
In Actioner, you'll be prompted to connect your tools:
- On setup screen
- On Home tab of your app
- In the workflow designer
- On My connections page
- When a connection is missing
Connecting on setup
When you install an from app directory, you'll be prompted to connect your tools.
On setup screen, click Connect to complete authentication in your tool.
If you've already have a connected account, your connection will be automatically set on the setup screen. If you have multiple connected accounts, you'll be required to select the one you want to use in your app.
Connecting on Home tab
If you are invited to an app that requires connection in your tools, you'll be required to complete authentication.
On Home tab of the app you're invited to, click Connect to proceed to authentication in your tool.
If you've already have a connected account, your connection will be automatically set on Home tab. If you have multiple connected accounts, you'll be required to select the one you want to use in your app.
Connecting in the workflow designer
When you add a new action into your workflow and if you do not have a connection with that tool, the option to connect becomes available in the workflow designer.
Click + Add connection to create a new connection and complete authentication.
Connecting on My connections page
To create a new connection,
Click on your profile photo in the left bottom corner and then navigate to Settings page.
Switch to My connections tab to add a new connection.
Select the tool you want to connect.
Complete authentication.
Connecting when a connection is missing
In Slack, when you try to run a workflow with a missing connection, you'll be directed to a page where you can complete authentication.
Authentication
Once you click Connect, you'll be prompted to proceed to authentication in your tool.
Depending on the authentication type, you may be required to enter your account's URL or subdomain, your username, password, your API key or access token. If it's an OAuth connection, you will need to authorize Actioner in your tool.
Basic authentication
Basic authentication is the method that requires you to authenticate with your username and password.
API key authentication
Authentication with an API key requires you to generate a unique key or token from your tool and enter it into Actioner for a secure connection.
OAuth
OAuth is an advanced authentication method that enables you to grant access to Actioner without entering your login credentials.
Connecting to Slack
Visit connect to Slack page to learn how you can connect a Slack workspace.
Managing your connections
On the Connections section within the Home tab of an app, you can view the tools that your app is connected to.
If a connection is missing, you can click Connect and initiate the authentication process.
If you have multiple connected accounts of the same tool, you can select the one you want to use in your app.
My connections page
To see the list of your connections, click on your profile photo in the left bottom corner and then navigate to Settings page and then switch to My connections tab to add a new connection.
On this page, you can add a new connection, reconnect, update the name of a connection, test or delete it.
Adding a new connection
On My connections page, click + Add connection and select the tool you want to connect.
Reconnecting your tool
Find your connection on My connections page and click Reconnect. Complete your authentication on the opening screen.
Updating the name of a connection
Find your connection on My connections page, click ... ellipsis and select Edit. Enter the name of your connection on the opening screen.
Testing a connection
Find your connection on My connections page, click ... ellipsis and select Test. Proceed to authentication on the opening screen.
Deleting a connection
Find your connection on My connections page, click ... ellipsis and select Delete. Proceed to authentication on the opening screen.
