UiPath Integration Setup Guide

UiPath develops an enterprise platform for Robotic Process Automation (RPA), with products like the UiPath Studio and Orchestrator. Catalytic’s UiPath integration enables organizations to seamlessly initiate UiPath RPA from Catalytic’s cloud-based intelligent process automation.

This integration enables the UiPath Pushbot action, UiPath: Start a job, and UiPath: Add a Queue Item to a Queue

And with a configured UiPath integration, all Catalytic Web API Actions can access the UiPath Orchestrator API. The API adds additional functionality, like getting lists of bots, queues, or available devices.

Benefits of integrating Catalytic and UiPath

Deploy UiPath bots on demand

Use the UiPath Integration and actions to enable on-demand bot deployment. Before integrating with Catalytic, UiPath bots are often deployed to a device 24/7 to monitor for file uploads or incoming emails.

screen readers look here
This UiPath bot is tying up a device 24/7 waiting for incoming emails, even if only 2 will arrive

Instead of deploying a bot on a device 24/7 to monitor for incoming emails or file uploads, deploy bots on demand and as part of other Catalytic Automation.

screen readers look here
Set up a Pushbot with a web form, scheduled trigger, or email trigger so when those 2 (or 2000) emails are received, UiPath automation is deployed intentionally and only when necessary.

Catalytic can kick off a Pushbot to parse incoming text, extract data from a spreadsheet or image, rename and resize a photo, then use the UiPath: Start a job action to start prebuilt UiPath automation on demand, without tying up a machine or license all day.

Keep people in the loop

Automation is a team sport, where people and bots work together. With UiPath, it’s challenging to have an automated process with multiple hand offs, over multiple days, based on multiple conditions or factors. UiPath shines for on the spot RPA, but can be tricky to configure for these multi-stage processes.

screen    readers look here
UiPath automation becomes part of larger automation processes, instead of just single-use RPA processes.

Since Catalytic can start a queue or deploy a Bot on demand, valuable human input and control can be built straight into your traditional RPA systems. Now normal people and business users can send an email, submit a webform, or complete a task and kick off UiPath automation.

Required Setup

It’s quick and easy to connect Catalytic to your UiPath tenancy and only requires your UiPath Orchestrator tenancy name and a username and password.

The user used for the integration must have the minimum permissions set in UiPath to perform the actions it will perform through Catalytic with UiPath actions or Web API actions. For example, if you are using an integration to start a job, ensure that the integration user has permissions in UiPath to start the same job.

Catalytic will need to be able to make inbound requests to your UiPath tenancy, so our IP addresses will likely need to be whitelisted.

Create Integration

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Select your photo or profile icon in the top right corner and select Integrations.
  2. Select the Add an Integration button in the top right corner.
  3. Select the UiPath integration then select Add this Connection.
  4. Enter the Username and Password to use for the integration.
  5. Enter your UiPath tenancy name. Find this when on the login screen the next time you sign into your UiPath Orchestrator.

    screen readers look here
  6. Enter your Orchestrator URL.
    • If you are using the UiPath Community edition, leave blank
    • If you are using the UiPath Enterprise edition, enter the URL for your Orchestrator page, such as https://<companyname>.uipath.com
  7. Set the integration permissions if necessary.
  8. Select Connect to finalize adding the integration.