How to Create a New App Connection in Workato

Workato

Connect Workato to other applications to allow data to flow across databases with ease and efficiency. Set up a new connection using this simple guide.

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:

PLEASE NOTE: Each connection setup will be different and is based upon the configuration and credential requirements

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’.

Image: a screenshot of a web page with the app connections highlighted

  • 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”:

Image: a screenshot of the new connection page

  • 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’:

Image: a sign that says 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:

Image: a red and blue logo with the words link your account

  • 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’:

Image: a red box with the words connection established on it

  • 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.

**Please Note: **For more articles on getting started with Workato and Quickbase, visit our Knowledge Base