Create Certinia-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 Certinia data for business applications. This article shows how to create a virtual database for Certinia in Connect Server and build a simple workflow from Certinia data in Nintex.

CData Connect Server provides a pure SQL Server interface for Certinia, allowing you to build workflows from live Certinia 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 Certinia, leveraging server-side processing to quickly return the requested Certinia data.

Create a Virtual SQL Server Database for Certinia 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 "Certinia" from Available Data Sources.
3. 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.

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 Certinia data from Nintex.

Connect to Certinia in Nintex

The steps below outline creating a new connection for access to Certinia CData Connect Server from Nintex to create a new Certinia 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 Certinia 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 Certinia database (e.g., Certinia1)
5. Click "Connect"
6. Configure the connection permissions and click "Save permissions"

Create a Simple Certinia Workflow

With the connection to CData Connect Server configured, we are ready to build a simple workflow to access Certinia 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 Certinia 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.