Automation Workspaces

Your account must have the Automation Workspaces feature enabled to create an automation workspace.

Automation workspaces are used to build custom integrations to fulfill specific client requests. Users must set up all connectors, flows, services, and schedules manually. Users cannot register an integration product here.

Add an Automation Workspace Connector

Follow these steps to add a connector to an automation workspace.

1. Select + Add Connector.

2. Select the connector you want to add.

3. Select Save.

The connector is added. You can now configure the connector.

Delete an Automation Workspace Connector

Automation workspaces allow you to delete connectors directly from the workspace. Follow these steps to delete connectors from an automation workspace.

1. In Workspace > Connectors, select the connector you want to delete. The connector details page opens.

2. Select Delete Connector.

3. Select OK to confirm the deletion.

The connector and all of its configurations are deleted. It remains on the platform but is no longer registered to the workspace.
Note: If your account owns the connector or the connector is publicly available, you can regain access by re-adding it to the workspace.

Create a New Connection

To create a new connection, see Create a New Connection.

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