This session is for users that want to natively integrate via APIs to read or write data to core LOB systems using Integration Service as part of their overall automation strategy.
In this session you will hear from UiPath experts on:
How to use the Integration Service and where to apply it within your organization.
How to create a Connection with a Connector and using that Connection in Studio.
How Connections work and how they relate to the Connector Activity Packs for both design time and the Robot runtime.
2. 2
Companies continue to invest in new tech – as
fragmented work hinders productivity & growth
Downstream Impact
1Okta Businesses at Work 2021; 2WSJ, Employees are Accessing More and More Business Apps, Study Finds, 2019
175
Average number of enterprise
applications for a large company1
68%
Four-year increase in
applications per large company2
Employees are demotivated and less productive
Employees toggle between systems to update information,
get data, or complete tasks
Proliferation of SaaS apps for different business use cases
adds to – rather than solves – the fragmentation challenge
Processes are time-consuming and error-prone, with risk of
inconsistency across silos of data
3. 3
UiPath offers a flexible and unified automation
approach for the fragmentation issue
APIs
User
Interfaces
To maximize automation benefits
UiPath Robots seamlessly work
with User Interfaces (UI) and APIs
Essential ingredient for automation
of a business process – from the
simplest to the most complex
Captures the full scope of
automation potential – including
long-tail employee work
Important for highest scale data
extraction, transfers, or updates
Complements existing
enterprise IT strategy
4. 5
+
The acquisition of Cloud Elements accelerates UiPath
ability to offer expanded API-based automation to our
customers across the product suite.
This makes UiPath the first automation provider to offer best-in-class and
enterprise-grade UI- and API-based automation capabilities that can be
seamlessly used together – all in a single platform.
5. Unlock more automation
opportunities with APIs
The UiPath Integration Service delivers
the tools and flexibility to solve any
automation challenge, faster and at scale.
Introducing
UiPath
Integration
Service
6. 7
What does UiPath Integration Service offer?
Flexible Automation
Seamlessly use UIs and APIs
in a single automation
Simplified Automation Design
Activity Packs provide uniform integration
experience across all our Studio designers.
Security and Governance
Automate more with governance
and reliability.
Triggers
Kick off automations with
server-side events
Connections
Easily setup and manage
connections with standardized auth
Large Library of Connectors
Automate nearly any system with
pre-built connectors
7. 8
UiPath Connector for Salesforce
UiPath Connector for Microsoft Teams
UiPath Connector for Workato
Many more Technology Partner provided UiPath
Connectors available in the Marketplace
UiPath Connector for Tableau
Home Grown applications
or custom APIs
Option to Build and Publish
on Marketplace
Many more…
More choices to best suit your automation needs
Connector
Builder
Integration Service
Activity Packs
Create your own Integrations
to use throughout UiPath
Easily connect to the data
you need without code for
API based automations
UiPath
Connectors
Integration
Service Triggers
Start UiPath automations
natively in other platforms
& applications
Start UiPath automations
based on events in
other platforms
Expand your own integration
catalog to systems you need
Unique Integration Approach
8. 9
Robot automatically
kicks off a process
to create a new
user in Salesforce
Robot automatically
kicks off a process to
create a new user in
ServiceNow
Robot logs into a
third-party web
system to enroll the
new hire in training
Robot drafts a
summary e-mail to
the new hire
How does the robot do it?
The robot listens for and detects an “event” in
Workday and this triggers the robot to act.
The robot connects to a
third-party system that
doesn’t have an API
using user interface
(or UI) automation
The robot connects to
Microsoft Outlook
using an API-based
native integration.
Applications
Highlights
Seamless transition between UI and API-
based automation
Flexibility to choose to automate via UI
automation, API-based automation, or both
Robots kick off automations automatically
based on application triggers
Native integrations make it easy to develop
& launch processes
New Hire
onboarded
Emma creates a new
record in Workday
Emma reviews
and approves the
summary e-mail
Third Party
System
1 2 3 4
Bringing it to life: HR onboarding example
Emma, an HR Director, is onboarding a new hire.
9. 11
Integration Service Architecture
Accelerate integration with API
automation with the Integration
Service that provides many
Connectors to systems you use
every day.
Easily authenticate to create
Connections to LOB systems &
platforms that can be reused
and shared.
More control on how you want
to manage and govern
Integrations
Studio
Integration Service Connector
Activity Pack(s)
• Connection
Integration Service
Connectors
• Connections
• Triggers
• Dedicated Integration Service
Activity Packs
Robot
Integration Service Connector
Activity Pack(s)
• Connection
Many more…
10. 13
Integration Service Activity Packs
Activity Methodology
1. Scope – Robot and Design Time
connection.
2. Business Activities – Dedicated
Activities for common operations
or simplified API abstraction
3. CRUD on Objects
4. Invoke – Non CRUD or other API
methods available by the vendor.
One or all options depending on the Connector
11. 14
Add a trigger
Create or Modify a
Process
The trigger will pass data to
the process
Add these Input Arguments
•UiPathEventConnector
•UiPathEvent
•UiPathEventObjectType
•UiPathEventObjectId
Trigger
Configure the Trigger
• Connector
• Connection
• Event
• Record
• Process
Connection
Setup a connection to the
system you want to trigger
from.
Process you want the
trigger to start Set up a trigger
Many more…
13. 16
UiPath Integration Service Roadmap
Private
Preview
(Integration Service)
August
General
Availability
(Integration Service)
November
Public
Preview
(Integration Service)
September
Integration
Service Update
December
Public
Preview
(Triggers & Events)
November
General
Availability
(Triggers & Events)
December
2021
Integration Service
On-prem
2022
Connector
Builder
15. 18
AVAILABLE TO CUSTOMERS IN 21.10
Connector Catalog Roadmap
Gmail
Google Drive
Google Docs
Google Sheets
Microsoft Dynamics CRM
Microsoft OneDrive & SharePoint
Microsoft Outlook 365
Microsoft Outlook 365 EWS
Microsoft Dynamics 365 Fin & Ops
Salesforce
NetSuite
ServiceNow
Box
Coupa
Slack
SAP Cloud for Customer
Oracle Eloqua
BambooHR
HubSpot CRM
HubSpot Marketing
Zendesk
DropBox
Sugar Professional
Sugar Enterprise
Sugar Sell
Sugar Serve
PLANNED FOR 21.11 RELEASE
Act! 365
Dropbox for Business
SAP SuccessFactors
Workday
Jira
Adobe Sign
DocuSign
Marketo
SmartSheet
Zoho CRM
SAP S/4 HANA Cloud
Act-On
Freshservice
GoToWebinar
Twilio Messaging
GitHub
SendGrid
Snowflake
Quickbooks Online
Product Board - Integrations Catalog Roadmap
16. 19
Connections – What are we planning next?
• Studio Design Time to switch to other Connections rather than just default
• Sharing Connections – via folders
• Connector support for multiple authentication types
• Connector admin configuration and view
• Consumption reporting
• On-Prem connectivity and Connectors
17. 20
• Triggers capability will be public preview this month and GA by 21.12.
• Support for “disconnected” triggers, build your process & configure trigger separately.
• Support for Unattended and Non-Production types, other variants (Development/Cloud)
coming later this year.
• Events like Record Created/Record Updated/Record Deleted.
• Polling every 5 minutes.
Triggers - What are we shipping?
18. 21
First half of 2022
• Adjustable polling interval – Currently every 5 min
• Filtering of events based on data fields
• Curated descriptive events for a subset of Connectors & Events
• Connected Events in Studio family
• Webhooks/Instant events
• Standardized event data payload – work with the object that triggered the event
Triggers - What are we planning next?
20. 23
Connector Builder
Rapid expansion of the catalog
UiPath Created
differentiate in specific
industries and domains
Technology &
Business Partners
connect to any business
system in my organization
UiPath Customers
establish expertise and
community contributions
Community Devs &
Marketplace
Programming Knowledge
API basics, JSON, JavaScript
RPA Developer
integration-savvy
Employee & CoE-driven
Application knowledge
Skills
Required • Easy to create and extend quality connectors
• Easy distribution and consumption of your finished product
• Available anywhere across the UiPath portfolio
Principles
21. 24
Roadmap Themes – 2022 & Beyond
Power the Developer Community with
Connector Builder
Business Activity Extensions for
Citizen Developers
Additional Deployment Options
Extend across the UiPath Product
Portfolio
Continuously Expanding Connector
Catalog
22. 25
Date/Time Topic Status
Oct 7,
10AM PDT
Automate SAP S/4HANA business processes
across all user interfaces
Recording available
Oct 21,
10AM PDT
Better together: How to integrate UiPath into
your Microsoft environment
Recording available
Oct 28,
10AM PDT
Automation through APIs with the new UiPath
Integration Service
Happening
Nov 4th,
10AM PDT
Automate cross-system ITSM processes
through APIs with UiPath Integration Service
Register now
Nov 11th,
9AM PST
Automate end-to-end processes that involve Jira Register now
23. 26
Date/Time Topic Status
Nov 4th,
10AM PDT
Automate cross-system ITSM processes through APIs
with UiPath Integration Service
Register now
Nov 11th,
9AM PST
Automate end-to-end processes that involve Jira Register now
Nov 18th,
10AM PST
Boost Customer Experience with UiPath & AWS Contact
Center automation
Register now
Dec 2nd,
10AM PST
Automate CRM systems through APIs with the new
UiPath Integration Service
Register now
Dec 9th,
10AM PST
Automate end-to-end process that involve Oracle E-
Business Suite
Register now
Dec 16th,
10AM PST
UiPath Integration with SAP Solution Manager 7.2 Register now