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.
Warning: The default Docebo connector must never be moved, renamed or deleted. Doing so may render your recipes non functional or even disable the connection to your platform.
Cloning a recipe
Cloning a recipe in Docebo Connect allows you to create a copy of the recipe and move it to a new folder or project. The cloned recipe retains a link to the original recipe so that when a new version of the original recipe is released by Docebo, you will receive a notification in Docebo Connect advising you that you may apply the changes made to the original recipe to your clone, if you so choose.
For more information about cloning recipes and editing the cloned recipes, please see Docebo Connect usage: Copying recipes.
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.
Please note: Updating a recipe to a newer provided version will overwrite any customizations made to the recipe. If you have updated a recipe and require the previous version to be restored, please see the chapter Reverting a recipe to a previous version.
Reverting a recipe to a previous version
In order to revert a recipe back to a previous version, enter the recipe and press on the Versions tab. There you will be presented with all the revisions of the recipe, when they were created, what changes were made and who made the change. You will also be able to see which version is the current (or in use) version of the recipe.
Press on the version of the recipe you wish to restore to the current version and then press the Restore this version button.
The previous version has now been restored.
Comparing different versions of a recipe
In order to compare different versions of a recipe, for example in order to familiarize yourself with changes or check for the necessary porting of customizations, enter the recipe and press on the Versions tab. There you will be presented with all the revisions of the recipe, when they were created, what changes were made and who made the change. You will also be able to see which version is the current (or in use) version of the recipe.
There, place a select the checkbox next to the recipes you wish to compare and press the Compare button.
You will then be presented with the selected recipes in a side by side view, allowing you to compare any changes in detail. You will also be able to press the Restore button to revert back to the previous version, if you choose to do so.
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 tab).
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.