After setting up your connections in Automate365, managing them effectively is crucial for keeping your integrations running smoothly. This article provides everything you need to know to maintain your connections, ensuring they stay active and secure.
Access your connections
Log in to the BindTuning App.
In the left-hand navigation, go to Automate365 > Connections.
This section presents a comprehensive list of all your configured connections, including the connection name, system logo, the connected account, and the current connection status (Connected, Disconnected, or Expires Soon).
Monitor connection status
The connection status instantly tells you if your integration with an external system is working correctly.
🟢 Connected: The connection is active and validated, allowing automations to access the external system.
🟡 Expires soon: A warning message starts appearing 15 days before expiration. Note that the expiration date cannot always be determined.
🔴 Expired: The connection authorization has expired, and we no longer have access to the external system. Reconnect to restore access.
🔴 Disconnected: The connection is inactive or invalid, preventing automations from accessing the external system. Automations cannot run.
Reconnect lost connections
If a connection becomes inactive, often due to an expired token, a password change, or revoked access, it can be reconnected directly from the Connections page. The reconnection process depends on the type of connection:
OAuth-Based Connections:
Click the Reconnect button next to the lost connection.
You'll be redirected to the provider’s login or consent page.
Once you re-authorize access, you’re returned to the app, and the connection is automatically restored.
API Token-Based Connections
Click the Reconnect button to open the reconnection dialog.
Enter a valid new API token for the service.
Submit the form, and the app will verify the token and restore the connection.
After successful reconnection, the connection status is updated and immediately usable.
Switch connection account
If you need to use a different account for a particular system, you can effortlessly switch between authenticated accounts directly from the Connections page.
The process depends on the connection type:
OAuth-Based Connections:
Click Switch Account next to the existing connection.
You’ll be redirected to the provider’s login or account selection screen.
Choose the new account or log in with new credentials.
After authorization, your connection is updated to use the newly authenticated account.
API Token-Based Connections:
Click Switch Account next to the existing connection.
The same form used during the original connection setup is displayed.
For security reasons, previously saved tokens or credentials are not pre-filled.
Enter the new token or updated credentials associated with the new account.
Save your changes to update the connection.
This process allows you to safely switch accounts without exposing sensitive data. The connection is immediately updated, and any automations using it will start using the new credentials from that point on.
Delete a connection
Caution!
You can delete connections, but please be extremely careful. If you delete a connection used in an automation, that automation will immediately stop working, and no more workspace requests will be provisioned.
Always verify that a connection isn't in use before deleting it.
From the list of connections, click the trash can icon next to the connection.
A confirmation dialog will appear to help prevent accidental deletions.
If the connection is in use, you’ll see a warning listing which automations will be affected.
To proceed, click Delete.