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Create Confluence-Connected Nintex Workflows

Use CData Connect Cloud to connect to Confluence from Nintex Workflow Cloud and build custom workflows using live Confluence data.

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 Cloud, you get instant, cloud-to-cloud access to Confluence data for business applications. This article shows how to create a virtual database for Confluence in Connect Cloud and build a simple workflow from Confluence data in Nintex.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Confluence, allowing you to build workflows from live Confluence 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 Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Confluence, leveraging server-side processing to quickly return the requested Confluence data.

Create a Virtual MySQL Database for Confluence Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Confluence" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Confluence.

    Obtaining an API Token

    An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

    Connect Using a Confluence Cloud Account

    To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

    • User: The user which will be used to authenticate with the Confluence server.
    • APIToken: The API Token associated with the currently authenticated user.
    • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

    Connect Using a Confluence Server Instance

    To connect to a Server instance, provide the following:

    • User: The user which will be used to authenticate with the Confluence instance.
    • Password: The password which will be used to authenticate with the Confluence server.
    • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
  4. Click Test Database.
  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 Confluence data from Nintex.

Connect to Confluence in Nintex

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

  1. Log into Nintex Workflow Cloud
  2. In the Connections tab, click "Add new"
  3. Select MySQL as the connector and click "Connect"
  4. In the MySQL connection wizard, set the following properties:
    • Connection Name: name the connection (e.g., CData Connect Cloud Confluence Connection)
    • Username: your Connect Cloud username
    • Password: your Connect Cloud password
    • Database Host: your Connect Cloud MySQL endpoint (e.g., myinstance.cdatacloud.net)
    • Database Name: the virtual Confluence database (e.g., Confluence1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Confluence Workflow

With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access Confluence 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 Confluence 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 Cloud. Sign up for a free trial and reach out to our Support Team if you have any questions.