Overview

Connect is a new premium app that simplifies and maximizes workflow integrations. Connect empowers you to seamlessly create workflows between the CYPHER Learning platform and thousands of enterprise applications, including popular HRIS and CRMs. Ranging from simple actions to complex workflows, Connect workflow integrations are created with a point-and-click graphical interface and without requiring IT support or programmers to ensure that your data flows smoothly between applications based on your business scenarios. Connect is powered by a combination of API 2.0 and Workato.

Installing Connect

To begin, you need to request access for installation from the Sales team. To do so:

From the home screen, click Admin from the left navigation bar and click App center.

Note - The Connect app will not appear in the App Center if your school/organization does not have a contact email listed. Please verify that this information is listed in your account.

In the App Center, use the search field on the right side of the screen and enter “connect”. (You can also click Integrations from the Categories list.)

In the Connect tile, click Request access to request app installation from the Sales team.

The request form opens. Populate the appropriate fields and click Send.

Once access is given from Sales, click Install.

Note - Installation will take some time to complete as it is creating accounts in the background for all administrators. You will receive a notification when installation is complete and the app can be used.

Getting Started

Before you open Connect for the first time, take some time to review the online training and documentation available from Workato. The information on the following pages will provide you with a foundation of the basic concepts and terminology you will see and use within Connect:

• Workato Academy - Workato’s Automation Institute provides all-encompassing training for every level of user and role.
• Creating projects - Information and step-by-step instructions on creating projects, best practices, and working with project assets.
• Creating recipes - Information and step-by-step instructions on creating recipes and connecting to different third party applications.
• Triggers - Information about triggers, how they work, and how to set them up.
• App connections - Information about app connections for recipes, how Workato accesses connections, establishing connections, and using connections.

Common Terminology

There are common terms used throughout Connect that we recommend spending a few minutes learning.

Projects: Repositories for your integration assets. Projects contain recipes, connections, folders, and subfolders. Organize projects in a workspace by department, use case, or specific projects your team is working on.

Recipes: Automated workflows for business processes that are capable of crossing multiple apps. Each recipe consists of a trigger with one or more action that is carried out when a trigger event is identified. An example of a recipe would be to move new accounts from Salesforce into Zendesk. Recipes are run in the background and have a unique ID.

Connections: This is an established connection between Connect and a third party app, such as Slack, ADP, and many more. The connection is built using the authorization/authentication API of the app and allowing permission to access data from the app.

Triggers: Determine what event to look for in order to execute the action described in a recipe. Trigger events can be set off in an app (example: Salesforce) when a certain event happens (example: a new contact is created), or on a specific schedule (kicks off at a specific time or interval), among other options.

Job: When a trigger is activated and the actions in a recipe are executed.

Assets: Recipes, connections, and subfolders of a project.

For more in-depth information visit the Workato Connect terminology and concepts page.

Exploring Connect

Once Connect is installed, you can open the app and explore the different features.

Click Admin from the left navigation menu and click Connect.

Connect Dashboard

The Connect dashboard opens and displays various metrics and data. When you open Connect for the first time, your dashboard will be empty:

Once you create your first project and run recipes, the dashboard will be full of information.

The job graph tells you what recipes are running, what has successfully completed and what needs your attention. The data here is updated in real time and can be changed using the filters at the top.

Use the filters to set the time period, the project, recipes, and apps you want to see/monitor.

Tip: For more information about how to interact with the job graph, please visit the admin dashboard.

The app connection overview section tells you how many connections there are, what connections have been changed, and account connection information over the past seven days. This section is not affected by the date filters you apply to the jobs graph dashboard.

Hover over each date trend for more information.

Click the Dependency graph tab to see the connections and recipes that are available and how they relate to each other.

Click the Activity audit tab to review activity within the workspace. The activity audit displays information about logins, invitations, recipe modifications, and more.

Connect Assets

Click the Assets tab at the top of the screen to view and create projects.

The left navigation menu lists your assets, recipes, connections, and projects.

Click the plus sign in the Projects section to see a list of the different assets and projects.

The main screen lists your projects. From this section, you can also create new projects.

To create a new project, click Create project.

The New Project popup appears. Populate the project Name and Description fields and click Create project.

To see more information about recipes, connections, or projects click the arrow icon next to the appropriate heading to expand the category.

Connect Community

Click the Community tab at the top of the screen to view the community library of prebuilt recipes and custom connectors.

Recipes

The Community Library defaults to the Recipes page.  Click the app you wish to see available recipes for.

The list of available recipes displays. Click the recipe you wish to use.

Click Use this recipe to make a copy of the recipe.

Select the project to save the recipe to (or create a new project) from the dropdown menu and click Copy and save.

Custom Connectors

Click the Custom connectors tab to view connectors other users have built and shared for use.

Select the connector you wish to use.

The details and source code are listed. Click Install.

The confirmation screen displays. Select the appropriate option.