Felix

Felix is a vendor management and procurement platform for construction. This connector allows you to automate vendor management workflows including, vendor search, compliance document management, and vendor suspension processes.

API version

This connector uses the Felix API (opens new window).

How to connect to Felix

You must complete the steps in each of the following sections to connect to Felix:

Download the Connector name from the community

Complete the following steps to download the Felix connector from the community library:

Complete the following steps to install a connector from the community library (opens new window):

1

Open the recipe editor and search for a connector. Alternatively, you can search for a connector in the community library (opens new window).

Search for community connectors in the recipe editor

2

Select the community connector you plan to install.

3

Click Install to install the connector from the community library.

Click Install

4

Select Release connector. Alternatively, select Review code to review and modify the connector code before releasing it to the workspace.

Release the connector

5

Summarize any changes you made to the connector, then click Release to allow workspace collaborators to use the connector in recipes.

The Confirm release dialog

Generate an API key in Felix

You must generate an API key in Felix to create a connection in Workato. Refer to the Felix documentation (opens new window) for detailed instructions.

Complete setup in Workato

Complete the following steps to establish a connection to Felix in Workato:

1

Provide a Connection name that identifies which Felix instance Workato is connected to.

2

Use the Location drop-down menu to select the project where you plan to store the connection.

3

Enter your API token.

4

Click Connect.