Create your first Connector SDK

Overview

Connector SDK is a module within UnifyApps that allows users to connect custom connectors within UnifyApps platform. Through this, customers can connect to any custom end point and start having a bi-directional connection (both receive & send data), through which they can take actions on external apps as well. 

Creating Connector SDK

Step 1: Access Connector SDK module

• Navigate to Platform Tools in the main navigation

• Click on the Connector SDK section

• User will now see a list of all already added  Connector SDKs.

Step 2: Create a New Connection Environment

• Click on New Custom Connector

• Provide the following details

  •  Connector Name: Add a unique name for the connection

  •  Description: Provide a detailed description for future references 

  •  Base URL: Add the base url of the connector user want to add 

  •  Logo URL: Add a public link of the url where the logo is hosted. This field is optional and can be skipped
    

    
    

Step 3: Configure connector settings

Once the connector has been added, move to the next screen to configure connector settings.

Section 1:  Authentication

In this section, the authentication type for the connector can be defined. Please note that multiple authentication mechanisms can be added at the same time, but 1 type of authentication can be added only once.

• Click on New Authentication on the top right

• Provide Name of the authentication mechanism

• Provide a detailed Description for future references 

• Select from different Authentication Type

  • Access Token

  • JWT Auth

  • OAuth 2.0

  • Basic 

  • Custom

Once user click on Create, user will land onto the next screen where more details need to be provided as per the Type of authentication selected

• Access Token

  • Define the Input schema for this authentication

  • Provide  Headers/Tokens  & other necessary information shown in the screenshot below to setup the authentication mechanism
    

    
    

• JWT Token

  • Define the Input schema for this authentication

  • Define the Output schema 

  • Provide Private Key, Signing algorithm & other necessary information shown in the screenshot below to setup the authentication mechanism
    

    
    

• OAuth 2.0

  • Define the Input schema on for this authentication

  • Provide Client ID , Secret ID  & other necessary information shown in the screenshot below to setup the authentication mechanism
    

    
    

• Basic 

  • Define the Input schema on for this authentication

  • Provide  UserName & Password  & other necessary information shown in the screenshot below to setup the authentication mechanism
    

    
    

• Custom

  • Define the Input schema on for this authentication

  • Provide  Token & other necessary information shown in the screenshot below to setup the authentication mechanism
    

    
    

Section 2: Triggers

In this section, Triggers can be defined on which the connection should get activated . 

• Click on New Trigger on the top right

• Provide Name of the Trigger

• Provide a detailed Description for future references 

• Select from different  Type

  • Webhook

  • Polling

    
    

Trigger Type = Webhook 

This type trigger works on setting up webhooks and gets activated as soon as an event is received on the webhook

• To set this up, define the Input schema 

• Choose Webhook Registration Type  - either Manual or Automatic
  

  
  

Trigger Type = Polling 

This type trigger depends on regular polling  on setting up webhooks and gets activated as soon as an event is received on the webhook

• To set this up, define the Input schema 

• Choose Pagination config & other necessary settings as shown in the screenshot below
  

  
  

Section 3: Actions

In this section,  Actions can be defined which need to be executed once a trigger is received on this Custom Connector SDK . 

• Click on New Actions on the top right

• Provide Name of the Action

• Provide a detailed Description for future references

• Define the action details in the next section. For e.g. in the screenshot below, we are using GET action targeted from the entered URL

Section 4: Settings

Under settings, user can define

1. Object Type

   • Two options are available: Dynamic & Static

   • If Dynamic is selected, no input is needed

   • If Static is selected, user will have to create the List Object Schema to use this 

2. Availability of this connector in Pipeline

   • Switch On the toggle to enable this in Pipeline

   • Once switched On, different actions need to be mapped from Pipeline to this connector

   • All standard Pipeline actions are available in the left column, and can be mapped to the list of Actions which have been created in this Connector SDK

3. Availability of this connector in Automation

   • Switch On the toggle to enable this in Automation

Step 4: Publish the connector

Once all settings have been configured, click on Publish to start using the custom SDK connector

Best Practices

1. Use Descriptive Names: Give user Custom Connector SDKs and its settings  clear, descriptive names that indicate their purpose and destination.

2. Include Detailed Descriptions: Add comprehensive descriptions to help reviewers understand the purpose and scope.

3. Review Authentication Thoroughly: Since authentication is the key for these connections to work, ensure that all endpoints and tokens are configured correctly

4. Test After Connection: After creating any connection, test the connection using  sample/dummy values