Introduction

Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.

Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.

Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).

Glossary

• Recipe: Recipes are automated workflows built by users that can span multiple apps.
• Connection: Docebo Connect needs to be authorized to communicate with other 3rd party solutions, using the app's API, and it may require OAuth-based authorization, API keys, etc; this authorization is referred to as a connection.
• Connector: Allows Docebo Connect to interact with other 3rd party applications through a series of triggers and actions. Connector types:
  • Global-Scope / Prebuilt: Off-the-shelf Connectors ready to use, developed and maintained by either Docebo or Workato.
  • Community Connector: If a Global-Scope / Prebuilt connector is not available for your integration project, with Docebo Connect you can access the Community Library where you can choose from hundreds of connectors developed and maintained by the Workato network partner.
  • SDK Connector: If the connector you need is not available in Docebo Connect as not as Global-Scope / Prebuilt or from the Community Library, you can create your own custom connector. Please note: to do so requires some knowledge of Ruby.
• Triggers: monitor events that occur in the application you hope to connect to and kickstart a workflow of actions that we call recipes (e.g. Webhooks).
• Actions: carry out specific predefined operations in the target application (e.g. API).
• Lookup Table: Lookup tables (similar to cross-reference tables) let you lookup frequently used data easily in a recipe.
  Data in lookup tables is typically organized like in a database table, with columns and rows of data. You can find an entry within the specified lookup table by matching against data in one or more columns.
• Properties: Account properties allow you to store account-wide recipe configuration parameters. They show up in all recipes as usable values under the Properties data-tree.

Activating Docebo Connect

To activate Docebo Connect on your platform, reach out to Docebo via the Communication Center.

Managing Docebo Connect

Once Docebo Connect is activated in your platform, log in as a Superadmin, access your Admin Menu from the gear icon, find the Docebo Connect section and press Manage.

Project

When you first open Docebo Connect you will land in the Project tab. From here it is possible to:

• Create, test, modify and delete your own recipes.
  Please note: When testing your recipes only the recipe/workflow is in test mode, meaning that the related API calls are made for real and, as a consequence, the create, update or delete action that is invoked by that action will actually affect the resource on Docebo or the 3rd party platform.
• Add, remove, start and stop Pre-Built Connectors to applications. Connectors are a basic requirement for each system you wish to integrate with the Docebo platform, they provide the connection upon which recipes are built. Find out more about Connectors in the Workato Knowledge Base.
  Please Note: the Docebo Learn connection (named docebo_connector_connection_internal) must not be moved, renamed or deleted - it must be left as is. Deleting this connection will require you to contact support in order to restore the functionality.
• The system has a built-in trash bin system, meaning that in the case of unintended recipe or connector deletion those items can easily be recovered until they are manually permanently deleted from the system.
• There is also the recipe versioning system which makes it possible to restore any previous recipe version.
• Start, stop and restart the execution of the recipes and, in case it is necessary, debug the recipes.
• Organize your recipes in folders and subfolders according to your organizational needs.

This tab lists all of the recipes and connections already configured in your platform. Recipes are automated workflows that can make multiple apps interact. Each recipe is made up of a trigger and one or more actions that are carried out when a trigger occurs. Find out more.

If you are accessing Docebo Connect for the first time, there will be no recipes configured except for a recipe called Examples, which is created automatically for integration purposes. You can keep that recipe as an example for the creation of other recipes, or rename it.

Before using the recipes contained in the example folder, it is necessary to clone them as they are automatically maintained and updated by Docebo, in order to avoid the loss of recipe customization and / or blocking of recipes linked to additions / automation in production.

In addition to that, it is possible to find a vast collection of recipe examples in the Community Library tab which is provided for and maintained by the Workato community.

Find out more on how to create recipes in the Workato Knowledge Base.

Dashboard

In the Dashboard tab you can monitor the jobs created by your recipes. In this tab, you can find the details into the execution flow of a job, i.e. what steps were executed, and the data input and output from every step. More details on job monitoring.

This page is divided into three sections:

• Dashboard: Where it is possible to monitor the progress of jobs (number of executions, status) for a specific period of time (e.g. 7 days) and drill down on the single job report. Find out more in the Workato Knowledge Base.
• Dependency Graph: it’s a tool that visually illustrates the relationships between every asset and resource (e.g. recipes). Find out more in the Workato Knowledge Base.
• Activity Audit Log: Activity audit provides a simple and powerful interface for administrators to comprehensively track changes to the account, connections, recipes, folders and packages. Find out more in the Workato Knowledge Base.

Connector SDK

From the Connector SDK tab, it is possible to create, update or delete your own custom connector and manage the connectors imported from the community.

These connectors have a private scope by default which means that they are only visible and available to the connector owner. After the connector is built and released, you have the ability to use it in your recipes.

Find out more on Connector SDK in the Workato Knowledge Base.

Lookup Table

From the Lookup Table tab is possible to manage your own lookup table(s), defining a new table, creating, updating, and deleting lookup table entries, and massive import data via CSV.

Find out more on Lookup tables in the Workato Knowledge Base.

Properties

In the Properties tab it is possible to create, update and delete your own Account properties.

Find out more on Account properties in the Workato Knowledge Base.

Community Library

The Community Library is a great place to explore when first using Docebo Connect. There you can find many example recipes as well as connectors developed, maintained and contributed by the Workato community.

In the recipe section within the Community Library tab you can browse example recipes by category (e.g. Collaboration, HR, Utility, etc) and/or leveraging the text search functionality.

Once you have identified the community recipe you are interested in, by clicking on Use this recipe, the community recipe is imported in Docebo Connect:

From there you can start customizing to your needs (Please note: Docebo Connect requires you to use the Docebo Learn Connector in your recipes):

In the Custom Connectors section, you can find a large collection of connectors developed and maintained by the Workato community. Just as it is for recipes, it is possible to browse available connectors by category (e.g. Collaboration, HR, Utility, etc) and/or leveraging the text search function.

Once you have identified the connector that fits your needs you can import it into your Docebo Connect account by clicking on the Install connector button:

Click Accept and install to complete the install procedure:

The connector the becomes available under the Connector SDK tab:

In order to use the imported connector in your recipes, you have to release it to your Docebo Connect account by clicking on the Release latest version button:

Find out more on Community connectors via the Workato Knowledgebase.

Available Recipe Actions

This is a list of the Docebo actions that you can use in recipes, either as final or intermediate steps. The actions, as listed here, are intended as general guidelines. Every action includes a set of parameters (such as, username, course ID, etc).

• Add course to learning plan - Add course to learning plan in Docebo
• Batch update rsvp event - Batch update rsvp event in Docebo
• Custom action - Build your own Docebo action with a custom request
• Create course - Create course in Docebo
• Create event - Create event in Docebo
• Create learning plan - Create learning plan in Docebo
• Create session - Create session in Docebo
• Create user - Create user in Docebo
• Delete course - Delete course in Docebo
• Delete event - Delete event in Docebo
• Delete learning plan - Delete learning plan in Docebo
• Delete session - Delete session in Docebo
• Delete user - Delete user in Docebo
• Delete users - Delete users in Docebo
• Duplicate session - Duplicate session in Docebo
• Enroll user into a course - Enroll user into a course in Docebo
• Enroll user into a session - Enroll user into a session in Docebo
• Get course by ID - Get course by ID in Docebo
• Get courses - Get all courses in Docebo
• Get enrollments - Get enrollments in Docebo
• Get enrollments by session ID - Get enrollments by session ID in Docebo
• Get event by ID - Get event by ID in Docebo
• Get events by session ID - Get events by session ID in Docebo
• Get ilt sessions - Get ILT sessions in Docebo
• Get learning plan by ID - Get learning plan by ID in Docebo
• Get learning plans - Get learning plans in Docebo
• Get session by ID - Get session by ID in Docebo
• Get sessions by course ID - Get sessions by course ID in Docebo
• Get user by ID - Get user by ID in Docebo
• Get users - Get users in Docebo
• Remove course from learning plan - Remove course from learning plan in Docebo
• Share file - Share file in Docebo
• Share link - Share link in Docebo
• Test authentication - Test authentication in Docebo
• Unenroll user from course - Unenroll user from course in Docebo
• Unenroll user from learning plan - Unenroll user from learning plan in Docebo
• Unenroll user from session - Unenroll user from session in Docebo
• Update course - Update course in Docebo
• Update event - Update event in Docebo
• Update learning plan - Update learning plan in Docebo
• Update session - Update session in Docebo
• Update user - Update user in Docebo