Connectors

A connector is an integration with a third-party service that ProcessMaker designed with easy-to-configure settings that any Process Designer can use in a Process. Connectors are not part of the BPMN 2.0 specification; connectors extend ProcessMaker Platform functionality outside of the BPMN 2.0 specification.

A connector functions similarly to a Process model element in Process Modeler: drag and place the connector into your Process model, and then configure it.

After the connector is configured and the Process is published, Cases for that Process use that configured connector. For example, if your Process model uses the Send Email connector, Cases for that Process can send email to specific email recipients during each Case's workflow using configuration settings you've specified.

Connectors are essential tools that help automate and extend functionality within cases and workflows by linking to external systems or enabling specific actions. Each connector provides unique capabilities, streamlining tasks and allowing seamless integration of third-party services directly within your processes:

  • Actions by Email Connector: Executes specific tasks in response to received emails, ideal for cases that require email-based triggers.

  • Data Connector: Integrates data from external sources into cases, enabling dynamic data access and updates within workflows.

  • Decision Task Connector: Applies decision-making logic to cases, allowing workflows to branch based on set criteria.

  • DocuSign Connector: Facilitates secure electronic signing within cases, useful for approvals or formal document handling.

  • IDP Connector: Automates document processing tasks like data extraction and classification directly within workflows.

  • PDF Generator Connector: Generates PDF documents from case data, ideal for creating reports or formal records directly in workflows.

  • Send Email Connector: Automates email dispatching from cases, helpful for notifications or confirmations within processes.

  • Slack Notification Connector: Sends notifications to Slack channels, allowing teams to stay informed about case progress or updates.

For further information, refer to the documentation for each connector linked above.