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

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

Configure iContact Connectivity for Nintex

Connectivity to iContact from Nintex is made possible through CData Connect AI. To work with iContact data from Nintex, we start by creating and configuring a iContact connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "iContact" from the Add Connection panel

3. Enter the necessary authentication properties to connect to iContact.

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

   iContact API Profile Settings

   In your iContact account, navigate to Settings & Billing > Integrations and create a Custom API Integration. Your AppId, Username, Password, and AccountId are all available on the Getting Connected page of that integration.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add iContact Connection page and update the User-based 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.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to iContact data from Nintex Workflow Cloud.

Connect to iContact from Nintex

The steps below outline creating a new connection to iContact data from Nintex (via Connect AI).

1. Log into Nintex Workflow Cloud
2. In the Connections tab, click "Add new"
3. Select "Microsoft SQL Server" as the connector and click "Connect"
4. In the SQL Server connection wizard, set the following properties:
   • Connection Name: Connect AI
   • Username: a Connect AI username (e.g. [email protected])
   • Password: the Connect AI user's PAT
   • Database Host: tds.cdata.com:14333
   • Database Name: the iContact connection (a.g., API1)
   
5. Click "Connect"
6. Configure the connection permissions and click "Save permissions"

Create a Simple iContact Workflow

With the connection to CData Connect AI configured, we are ready to build a simple workflow to access iContact 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 (a.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 iContact using SQL and sand an email with the results.

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