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Creating connections for Action Flows

Connections bridge the gap between Celonis Action Flows and your external ecosystem. They securely authenticate individual modules to communicate with third-party systems, such as SAP, ServiceNow, or Microsoft, enabling the automated exchange of data and execution of cross-platform tasks.

Without a configured connection, an Action Flow is an isolated logic chain. Establishing a connection defines who the Action Flow is acting as (permissions) and where it is sending or receiving data (the target system).

Creating Action Flow connections

  1. In Studio, go to your Package.

  2. Go to your existing Action Flow asset or create a new one.

  3. Click the module for which you want to create a connection.

  4. Click Create connection.

  5. Select the connection type you want to use for your module. Choose from the following:

    • Celonis user - this connection type will reflect your existing data permissions and allow you to query data to which you already have access.

      Note

      You must have Data integration service permission to use this connection method. See Data Integration permissions.

      1. Give your connection a name.

      2. Click Save.

    • Celonis Application Key -This connection type will reflect the data permissions granted to the selected Application Key and allow you to query data to which you may not otherwise have access.

      1. Give your connection a name.

      2. In a separate window, create an application key and copy it. See Application keys.

      3. Paste the application key and click Save.

    • Celonis OAuth Client Credentials this connection type will reflect the data permissions granted to the selected OAuth app and allow you to query data to which you may not otherwise have access.

      1. Give your connection a name.

      2. In a separate window, create the OAuth application application Client ID and Secret and copy it. See Registering your OAuth client in the Celonis Platform.

      3. Paste the Client ID and Secret here and Save.

    Your Action Flow connection is created. Continue configuring your selected module.

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