This article explains the steps for finding and using a pre-built Recipe from the Community Library.
Admins can use Recipes in the Community Library to configure an integration in a few steps or as a starting point for a more complex build.
Please Note
GoCanvas Integrations is a paid feature that is only available after payment and activation for your account. Until activation, Admins will see the page stating that the feature is "Coming Soon." Please contact your Account Representative, submit a request to Sales, or submit a ticket to Support if you would like to add it to your account.
Community Library
GoCanvas Integrations allows you to create GoCanvas-to-app and app-to-GoCanvas integrations and automate steps of your workflow within GoCanvas.
- In the left navigation, click Integrations.
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In the upper-right corner of the page, click the Community Library hyperlink.
- On the Recipes page, select or search for the app you want to connect to.
- Select a Recipe to see its steps and more details
- In the upper-right corner of the page, click Use this recipe to copy it into your account.
- In the dialogue box, expand Where do you want to save your copy? and select a Project.
- If none exist, select New Project, enter a Project Name and optional Project Description.
- Click Copy.
- In the Recipe editor, select a highlighted step to configure it in the right panel. Any step in red will prevent the Recipe from running if it is not configured.
- In the upper-right corner of the editor, click Save.
- Test the Recipe to confirm everything is configured correctly.
- Click Exit to close the Recipe editor.
- In the upper-right corner, click Start Recipe to start running the integration.
To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Account Representative, submit a request to Sales, or submit a ticket to Support.
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