Accessing custom REST connectors

You can access custom REST connectors from the Projects page.

Procedure

  1. Go to Projects.
  2. Select a project and click ConnectorsREST. The REST Connectors page appears to list all custom REST connectors created.

    The REST Connectors page displays all custom REST connectors created. By clicking the down arrow before the connector, you can view the details about the connector such as:

    • The accounts configured for the connector.
    • The names of the integrations where the connector is in use.
  3. Hovering over any connector row displays options that you can do on the connector.
    • New Account: Create an account.
    • Operations: Add custom operations for the REST connector.
    • Document Types: Create a document type.
    • Edit: Update the REST connector.
    • Remove: Delete the REST connector.
    Note: The Edit and Remove options are available under the Vertical Ellipsis menu.