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The Create Connection dialog box allows you to create connections to external providers, such as DocuSign, Microsoft Dynamics CRM, and Salesforce. This dialog box contains the following buttons and fields.
| Button or field | Description |
| Save | Saves changes to the current connection. |
| Cancel | Cancels changes and closes the dialog box. |
| Help | Displays the Help. |
| Scope |
Select one of the following options.
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| Provider | Select one of the following options.
Additional fields are displayed for the selected provider. |
| Connection name | Name of this connection to be displayed for selection when configuring workflow actions associated with the provider. |
Related topics
Connection Manager dialog box
Managing connections to external providers