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Conga Product Documentation

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Orchestrate

Advanced Setup

Configuring UiPath Integration

Warning: You must be on the Conga Orchestrate version 14 or higher to use UiPath integration.

Integrate your UiPath bots and queues into an Orchestrate process definition. Once the UiPath integration is successfully configured in Conga Orchestrate Setup, the automation step type becomes available to use in process definitions.

To set up UiPath integration with Conga Orchestrate

  1. Go to Conga Orchestrate Setup.
  2. Select Robotic Process Automation under the Integration Partners dropdown on the left.
  3. Complete the following fields, specific to the UiPath user that you will use for the integration.
    Note: The information input in these fields is found in UiPath.
    1. Orchestrator URL
    2. Orchestrator Tenant
    3. Orchestrator Username
    4. Orchestrator Password
  4. Click Save.
  5. Add the Orchestrator URL as a new remote site in Remote Site settings.
    1. Go to Salesforce Setup.
    2. Enter Remote Site Settings in the Quick Find search box and click Remote Site Settings.
    3. Click New Remote Site.
    4. Enter a name in the Remote Site Name field.
    5. Paste in the Orchestrator URL in the Remote Site URL field.
    6. Click Save.
    CAUTION: Ensure that the Active checkbox field is checked.

Once UiPath is configured in Conga Orchestrate Setup and the remote site is created with the Orchestrator URL, Orchestrate users can leverage the UiPath integration by creating an automation step in a process definition.

For more on creating and executing automation steps, see Creating a Step with Process Automation and Executing an Automation Step.

Administrator Guide
Salesforce
Orchestrate

April 28, 2025