UiPath Documentation
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Maestro Automate user guide

Icertis

Look up the Icertis connector: its actions in alphabetical order, and the sign-in methods of an Icertis connection.

The Icertis connector lets a workflow create, replace, and list Icertis records. In the Add node panel, it's in the Connector category, under Icertis. How connector nodes work describes how a connector node is set up.

This page lists what the connector can do in Maestro Automate. Select an action to see how to configure it.

Actions​

Each action is a node that does one thing in Icertis.

ActionWhat it does
Insert RecordInsert a new record in Icertis.
List All RecordsList all records in Icertis.
Replace RecordReplace a record in Icertis.

Connection​

An Icertis node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:

Sign-in methodWhat you need
OAuth 2.0OAuth 2.0 Authorization code (default); API key.

Icertis authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.

Next steps​

  • Actions​
  • Connection​
  • Next steps​

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