Create BambooHR-Connected Nintex Workflows

Nintex Workflow Cloud is a cloud-based platform where you can design workflows to automate simple or complex processes using drag-and-drop interactions — without writing any code. When paired with CData Connect Server, you get instant, cloud-to-cloud access to BambooHR data for business applications. This article shows how to create a virtual database for BambooHR in Connect Server and build a simple workflow from BambooHR data in Nintex.

CData Connect Server provides a pure SQL Server interface for BambooHR, allowing you to build workflows from live BambooHR data in Nintex Workflow Cloud — without replicating the data to a natively supported database. Nintex allows you to access data directly using SQL queries. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc.) directly to BambooHR, leveraging server-side processing to quickly return the requested BambooHR data.

Create a Virtual SQL Server Database for BambooHR Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Log into Connect Server and click Connections.
2. Select "BambooHR" from Available Data Sources.
3. Enter the necessary authentication properties to connect to BambooHR.

   Start by setting the Profile connection property to the location of the BambooHR Profile on disk (e.g. C:\profiles\bamboohr.apip). Next, set the ProfileSettings connection property to the connection string for BambooHR (see below).

   BambooHR API Profile Settings

   In order to authenticate to BambooHR, you'll need to provide your API Key. To generate an API key, log in and click your name in the upper right-hand corner of any page to get to the user context menu. If you have sufficient permissions, there will be an "API Keys" option in that menu to go to the page, where you can create a new API Key. Additionally, you will need to set the Domain, found in the domain name of your BambooHR account. For example if your BambooHR account is acmeinc.bamboohr.com, then the Domain should be 'acmeinc'. Set both the API Key and Domain in the ProfileSettings property to connect.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to BambooHR data from Nintex.

Connect to BambooHR in Nintex

The steps below outline creating a new connection for access to BambooHR CData Connect Server from Nintex to create a new BambooHR data source.

1. Log into Nintex Workflow Cloud
2. In the Connections tab, click "Add new"
3. Select SQL Server as the connector and click "Connect"
4. In the SQL Server connection wizard, set the following properties:
   • Connection Name: name the connection (e.g., CData Connect Server BambooHR Connection)
   • Username: your Connect Server username
   • Password: your Connect Server password
   • Database Host: your Connect Server SQL Server endpoint (e.g., connect_server_url)
   • Database Name: the virtual BambooHR database (e.g., API1)
5. Click "Connect"
6. Configure the connection permissions and click "Save permissions"

Create a Simple BambooHR Workflow

With the connection to CData Connect Server configured, we are ready to build a simple workflow to access BambooHR data. Start by clicking the "Create workflow" button.

Configure the Start Event Action

1. Click the start event task and select the "Form" event
2. Click "Design form"
3. Drag a "Text - Long" element onto the Form and click the element to configure it
   • Set "Title" to "Enter SQL query"
   • Set "Required" to true
4. Drag a "Text - Short" element onto the Form and click the element to configure it
   • Set "Title" to "Enter desired result column"
   • Set "Required" to true

Configure an "Execute a Query" Action

1. Add an "Execute a query" action after the "Start event: Form" action and click to configure the action
2. Set "SQL Script" to the "Enter SQL Query" variable from the "Start event" action
3. Set "Column to retrieve" to the "Enter desired result column" variable from the "Start event" action
4. Set "Retrieved column" to a new variable (e.g., "values")

Configure a "Send an Email" Action

1. Add a "Send an email" action after the "Execute a query" action and click to configure the action
2. Set the "Recipient email address"
3. Set the "Subject"
4. Set the "Message body" to the variable created for the retrieved column

Once you configure the actions, click "Save," name the Workflow, and click "Save" again. You now have a simple workflow that will query BambooHR using SQL and send an email with the results.

To learn more about SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Server. Sign up for a free trial and reach out to our Support Team if you have any questions.