Adding a New Connection-thumb Adding a New Connection-main

Understanding Credit Usage in Noca

Noca uses a simple credit system for AI powered actions across the platform. Most configuration and development actions are free, while certain AI features consume credits when used.
Knowing how these actions work helps teams plan usage and scale their apps efficiently.

Watch & Learn

Step-by-Step: Add a New Connection

The connection setup modal functions as a 3-step wizard, guiding you through the process from app selection to configuration.

1

Click on “Add New” button in the header

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2

Select the App or System

After clicking Add New, a wizard-style modal will open.
Simply Select the app/system you want to connect to in order to proceed.

Notice there are tabs at the top to filter the tiles:

  • Recommended – Most-used or relevant apps for your flows
  • All – Full list of supported platforms

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3

Sign In and Verify

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You’ll be prompted to sign in to the selected app to authorize Noca AI.
If you already have existing connections to this app, Noca will detect them and display a list of your current connections, along with the option to edit any of them directly.
If you prefer to create a new connection — for example, to support a different account, environment, or credentials — you can do so by clicking the “Add New” button within this step.

4

Configure the Connection

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In the final step, you’ll be asked to complete different mandatory configurations such as:

  • Connection Name – A unique, descriptive name (e.g., “Salesforce Prod”)
  • Description – Optional field to explain the purpose or scope
  • Authentication Method – Choose between OAuth or JWT (depending on app support)
  • Environment – Select between Production or Sandbox
  • Auth Production Button – Click to trigger authentication
  • Version – Select the API version or integration version, if applicable (* in most connections this field will not appear)

Optional Final Action: Test the Connection

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At the bottom of the final step, you’ll see three buttons:

Test Now

To check if the connection is valid (recommended)

Cancel

To exit without saving

Save

To complete setup and add the connection

✅ We highly recommend testing before saving to ensure the connection is authenticated and fully functional.

What Happens After Saving

Once you click Save, the connection will be added to your Connections list table, where it can be used in flows, monitored, and re-authenticated as needed.

Best Practices

  • Use clear, consistent names for your connections (e.g., HubSpot – Marketing Sandbox)
  • Test each connection immediately after setup
  • Re-authenticate whenever credentials expire or API permissions change

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