Connectors

About

Connectors in Robility act as bridges between third-party applications and the Robility platform, enabling automated workflows through Designer and Runner. These connectors allow users to integrate external systems, facilitating smooth automation of complex processes. Key connector categories include:

1. CRM Connectors: Seamlessly connect to CRM platforms like Salesforce, Microsoft Dynamics CRM, and Zoho CRM for managing customer data.

2. Cloud Service Connectors: Integrate with cloud platforms like Microsoft Azure, AWS, Google Cloud, and Salesforce.      –

     a. Google Sheets Connector: Automate and manage workflows involving Google Sheets.
     b. Google Docs Connector: Streamline document management tasks with Google Docs.

3. Document Management Connectors: Connect to document storage systems like SharePoint, Google Drive, OneDrive, and Dropbox to automate file storage and retrieval.

4. Customer Support Connectors: Integrate with helpdesk platforms such as Zendesk, Freshdesk, and ServiceNow to manage customer support workflows.

5. Google Speech-to-Text Connector: Convert spoken language into text for automation involving voice-based inputs.

6. Google Text-to-Speech Connector: Transform text into speech to enhance voice-based automation processes.

Each connector comes with detailed specifications and user guides, so always refer to the activity’s documentation for setup and usage.

Pre-requisites

Before integrating any application, ensure the necessary authentication details are collected. Common prerequisites include:

1. Client ID
2. Client Secret
3. Username and Password
4. Scope
5. Account Key
6. Account Name
7. OAuth credentials

How to Integrate the Connectors?

1. Log in to RobilityManager and navigate to your tenant.
2. Select the project where you want to configure the integration.
3. In the left-hand panel, click on App Integrations.
4. Choose the application you wish to integrate.
5. Enter the required details on the setup page.
6. Once the details are provided, click Submit.

After successfully integrating, manage the connectors through the Connections tab. All roles mapped to the project will have access to connect and manage integrations.

Activity Packages

Robility simplifies API-based integrations by offering a set of dedicated activities for each third-party application. These activities allow robots to communicate directly with external applications, reducing development effort. Users can leverage pre-built activities for common tasks in connected systems, improving efficiency in automation design.