Identify Required Activity Packages:
Identify the activity packages needed for integration tasks (e.g., Microsoft Office 365, Salesforce, servicenow, Slack).
Install Activity Packages:
Ensure
you have the latest activity packages installed in UiPath Studio to
leverage the most up-to-date features and integrations available.
Enable "Use Integration Service " Option:
After
adding a connector to the workflow, checkmark the "Use Connection" box
from the properties panel. This will automatically establish the default
connection.
Access integration Activities:
Go to the
"Integrations" section in UiPath Studio and select the relevant category
(e.g., "Microsoft office 365 Activities") for your integration needs.
Define Input Arguments:
Define
the necessary input arguments (e.g., UiPath Event, Event connector,
Event Object id, Event Object type) to receive information from the
Integration Service.
Utilize Switch Activity:
Implement the
Switch activity in your workflow to route the process flow based on the
triggering connector (e.g., OneDrive, Salesforce, ServiceNow).
Set Up Switch Cases:
Set
up individual cases in the Switch activity for each connector to
execute specific actions based on the triggering connector.
Use Connector-Specific Activities:
Inside
each Switch case, employ activities specific to the triggering
connector (e.g., Office 365 activities for OneDrive, Salesforce
activities for Salesforce).
Handle Errors and Notifications:
Include
error handling mechanisms to identify issues during the process and
take corrective actions, such as logging warning messages or creating
incidents in ServiceNow.
Send Stakeholder Notifications:
Use
appropriate notification activities (e.g., Slack's "Send Message"
activity) to keep stakeholders informed about progress or exceptional
scenarios.
Save and Publish:
After successfully implementing the
integration and completing the process, save and publish the automation
project in UiPath Studio.
Publish the process.
- Once the automation project in Studio is completed, you need to publish it to the Orchestrator instance on the same tenant where the Integration Service is enabled and the trigger will be used.
- The publishing process remains the same as usual, where you can publish the automation project either to a specific folder or to your personal workspace within the Orchestrator. This allows the Integration Service to access and utilize the published project to respond to the specified triggers and events.
Read Complete Series on UiPath Integration Service:
1. Introducing UiPath Integration Service
2. Using Integrations in UiPath Studio
3. Configuring Triggers in UiPath
4. Overview of UiPath Connector Builder
Source: UiPath Academy
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