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).

The purpose of this article is to help you familiarize yourself with the various common recipe actions you will perform using Docebo Connect.

For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.

Cloning a recipe

Access Docebo Connect by pressing the gears icon in the top right corner of your screen, locate Docebo Connect and press Manage. Then, locate the recipe in your project folder and press the ellipsis button and choose Clone Recipe.

You will then be brought into the recipe editor for the cloned recipe where you can make optional changes and test your recipe.

Please Note: Docebo recommends recreating the folder structure of your original recipe in a different folder, next move the cloned recipe into the folder corresponding to the original location and rename the cloned recipe to match the original recipe.

To move your new recipe into a different folder, simply grab the recipe by its handle located on the left side of the recipe and drag it to its new location in your project folder tree in the left side menu.

Updating a recipe

Access Docebo Connect by pressing the gears icon in the top right corner of your screen, locate Docebo Connect and press Manage. Then, locate the recipe in your project folder and press the ellipsis button and choose Stop Recipe. Next, open the recipe to be updated, you will see a message stating that updates are available from its parent recipe. Press See details to access the screen where you can update.

In the following screen, press the Install button to update the recipe to the latest version. If you wish to revert back to a previous version after updating the recipe, you can access the recipe's version history and choose an earlier version at any time.

Starting a recipe

To start the recipe, locate the recipe in the project folder. Next, press on the ellipsis button at the right of the recipe and in the resulting drop-down menu press Start recipe.

Stopping a recipe

To start the recipe, locate the recipe in the project folder. Next, press on the ellipsis button at the right of the recipe and in the resulting drop-down menu press Stop recipe.

Editing a recipe

To adjust the run-time of the recipe, locate the recipe in the project folder. Next, press on the ellipsis button at the right of the recipe and in the resulting drop-down menu press Edit recipe.

You will then be brought into the recipe editor where you can make changes to or test the recipe before you start it in production.

For more detailed information on editing recipes, please see the Workato Knowledge Base (opens in a new window).

Deleting a recipe

To adjust the run-time of the recipe, locate the recipe in the project folder. Next, press on the ellipsis button at the right of the recipe and in the resulting drop-down menu press Delete recipe. In the following confirmation dialog, press Delete recipe again to finalize the deletion, otherwise to avoid deleting your recipe, press Cancel or click anywhere outside the drop-down menu.