Build Certinia-Connected Apps in Bubble

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create an OData feed for Certinia Data and create custom apps in Bubble.

Bubble is a no-code platform that simplifies the process of developing and launching apps and businesses. When coupled with CData Connect AI, you gain effortless no-code access to Certinia data for streamlined app development. This article guides you through the integration process from Bubble to Certinia using CData Connect AI.

CData Connect AI provides a pure cloud-to-cloud OData interface for Certinia data that allows you to integrate from Bubble to Certinia data in real time.

Connect to Certinia from Bubble

To work with Certinia data from Bubble, we need to connect to Certinia from Connect AI, provide user access to the connection, and create a Workspace for the Certinia data.

Connect to Certinia from Connect AI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Certinia" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Certinia.

    There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on certinia.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to Certinia Sandbox Accounts

    Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Certinia Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Certinia Endpoints for Bubble

After connecting to Certinia, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Certinia connection (e.g. Certinia1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Certinia data from Bubble.

Build a Certinia-Connected App

With OData endpoints added to Connect AI, you can build an app in Bubble with live access to Certinia data.

Configure the Bubble API Connector

To start, Configure the API Connector for accessing CData Connect AI from Bubble.

  1. In your app, click the Plugins tab and click Add plugins
  2. Search for "API Connector" and click Install Installing the API Connector plugin
  3. After installation, click the "Add another API" button and configure the API:
    • Name the API
    • Set Authentication to "HTTP Basic Auth"
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the user
    • Expand the API Call, select the "GET" command and set the URL to a Workspace endpoint you previously configured (e.g. https://cloud.cdata.com/api/odata/{workspace_name}/Account)
    Configuring the API Call
  4. Click the "Initialize call" button to adjust data types in the response (as needed) Initializing the call
  5. After making any necessary changes, click "Save" Saving the data types

Configure the App UI

With the API Connector configure, you are ready to retrieve Certinia data in your Bubble app. In this article, we request the data with a UI component that can display an Excel-like table.

  1. On the Plugin tab, install the "Excel-like HandsonTable" Adding the Excel-like HandsonTable plugin
  2. On the Design tab, add an "Excel Table" to the workspace Adding an Excel Table to the app
  3. In the Excel Table, in Data source, select "Get data from an external API"
  4. Set Type of content to "API Call value"
  5. Set Data source to "CData Connect AI - API Call's value" (or equivalent) Binding the Excel Table to the API Call
  6. Click "Preview" to ensure the data was retrieved from Certinia. Previewing the app

At this point, you can develop applications with live access to Certinia data without needing to know the complexities of the back-end API.

Live Access to Certinia Data from Cloud Applications

Now you have a direct connection to live Certinia data from Bubble. You can create more Certinia-connected apps — all without writing any code or replicating Certinia data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect AI.

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