How to Create a New App Connection in Workato

At its core, Workato is a tool for connecting applications. In this article we’ll show you how to create and manage these connections. There are many different applications that you may wish to create a connection for in your Workato account. Some examples include:

• Microsoft Outlook to create or store emails based on a trigger
• SurveyMonkey to capture survey information
• Quickbase to push data from or pull data into your database

In this article we’ll focus on the steps needed to create a connection with Quickbase. Follow these steps for setting up your Quickbase connection in Workato:

How to set up a Quickbase Connection in Workato

• On the black ribbon on the top of the page select ‘App Connections’.
  • In the ‘App Connections’ page you can view your existing connections and some basic information about each connection such as ‘Status’ and ‘Time connected’.

• To create a new connection, click the green button titled ‘Create a new connection’
• In the next screen, click the dropdown field labeled ‘Application’.
  • A list of applications will display with a suggestion of relevant apps at the top of the list.
  • Type in the name of your application and select the app from the list. In this case we’ve typed in “Quickbase”:

• Once selected the page will update with configuration options.
  • Give your connection a useful name you can easily remember
  • Provide the Quickbase sub-domain.
  • This will be the URL shown when you are on the homepage of your Quickbase application.
    • It should look something like this: https://yourdomain
• In the next field select the answer ‘yes’ if your application requires an application token.
  • If you answered ‘yes’ a new field will appear. Enter your app token in the new field. For more information about app tokens click here.
  • If you answered ‘No’, fill in the username and password.
• Next click the green button labeled ‘Link Your Account’:

• If any issues are encountered, the app connection will not be established and an error message will appear to the left of the ‘Link Your Account’ button:

• Once the app is successfully connected a green message will appear to the right of the button and the button label will change to ‘Disconnect’:

• Clicking this button will now disconnect the app
  • Now that you’ve completed your app connection, return to the ‘App Connections’ tab where you can view all of your connections, including the one you have just added.

• Author: Jeff Richey
• Email: jrichey@qundarycg.com
• Date Submitted: 3/25/2019