Training Connect to External Systems

Training: Connect to External Systems

What you'll learn: how outbound connections work — the connector catalog, the connection settings, and application-to-application (tenant) connections. You need: Administrator or Developer access type in an application (UI label "Tenant"). Time: 10 minutes.

Before you start

A Connection is a configured instance of a Connector (the adapter for a specific external system — REST, databases, FTP, ERP systems, carriers, and more). Flows call connections with the $integrate() function or Integration nodes.

Steps

1. Go to Left menu → Integrations → Connections. (Fallback: header Search → "Connections".)
2. Click +. In Create a new Connection:
   • Type the Name.
   • Open the Connector dropdown and pick the external system — the catalog has dozens of connectors (type to filter).
   • Type the Url of the target system.
   • Toggle Request/Response Payload Logging if you want full payloads kept in Integration Logs while debugging.
3. Connector-specific settings (credentials, options) appear on the connection's detail page after creation. Never store credentials anywhere else.
4. To replicate data between two of your own applications, click CONNECT TENANT instead. In Create Integration Tenant Connection, pick the target Integration Tenant and define the policy statements (Visual Editor or JSON) that control which models and actions the connection may touch on the other side.

Check your work

The Connections table lists the connection with its Connector and Url, and Active checked. Traffic shows in Integrations → Integration Logs.

Try it yourself

Open the Connector dropdown and browse the catalog to see what's available for your systems. Then open a data flow and look at the Integration node category — those nodes execute against the connections you define here.

Related training

Training: Create a Webhook · Training: Create a Data Flow