Connection FAQs

Get answers to frequently asked connection questions.

Who can create connections?

You must have the Create Connections privilege to create connections.

How does Workato access my connections?

Workato uses the app's authorization/authentication API to establish the connection, using one of the following methods:

• OAuth 2.0
• OAuth 1.0 (and variations)
• Basic authentication (username and password)
• API key or secret

The permissions granted to Workato usually correspond with those of the user authorizing the app.

What data can Workato access in my connections?

Workato can only access the same data the user authorizing the connection has access to. For example, if you only have access to view accounts in Salesforce and you create a Salesforce connection in Workato, Workato is only able to view accounts.

How do I manage multiple app instances within one recipe?

You may have multiple instances of an app within a recipe, for example, one for production and another for testing. If you have multiple instances of an app, multiple connections must be created in Workato. Each connection must authenticate to each instance of the app.

Most connectors only allow one connection per app, per recipe. If you plan to work with two separate instances of an app, you can use secondary connectors. Workato does not support secondary connectors for all connectors.

What are Runtime user connections?

Runtime user connections are available in Workbot recipes. They allow you to swap out connections when a recipe runs, so actions can be performed based on different credentials.

What should I do if I encounter connection errors?

App connections can become invalid and cause connection errors. Common reasons for this include modified credentials and insufficient permissions. If you encounter a connection error, we recommend the following troubleshooting steps:

• Verify the authorizing user's permissions.
• Verify that the connection's credentials are correct.
• Re-authorize the connection if necessary.