At its core Workato is a tool for connecting applications. In this article we’ll show you how to create and manage these connections. There are many different applications that you may wish to create a connection for in your Workato account. Some examples include:
In this article we’ll focus on the steps needed to create a connection with Quick Base. Follow these steps for setting up your Quick Base connection in Workato:
Once selected the page will update with configuration options.
- If you answered ‘yes’ a new field will appear. Enter your app token in the new field. For more information about app tokens click here.
- If you answered ‘No’, fill in the username and password.
Next click the green button labeled ‘Link Your Account’:
If any issues are encountered, the app connection will not be established and an error message will appear to the left of the ‘Link Your Account’ button:
Once the app is successfully connected a green message will appear to the right of the button and the button label will change to ‘Disconnect’:
Clicking this button will now disconnect the app