Create Jira Service Desk-Connected Nintex Workflows

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CData Connect



Use CData Connect Cloud to connect to Jira Service Desk from Nintex Workflow Cloud and build custom workflows using live Jira Service Desk 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 Jira Service Desk data for business applications. This article shows how to create a virtual database for Jira Service Desk in Connect Cloud and build a simple workflow from Jira Service Desk data in Nintex.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Jira Service Desk, allowing you to build workflows from live Jira Service Desk 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 Jira Service Desk, leveraging server-side processing to quickly return the requested Jira Service Desk data.

Create a Virtual MySQL Database for Jira Service Desk 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 "Jira Service Desk" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Jira Service Desk.

    You can establish a connection to any Jira Service Desk Cloud account or Server instance.

    Connecting with a Cloud Account

    To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

    Supply the following to connect to data:

    • User: Set this to the username of the authenticating user.
    • APIToken: Set this to the API token found previously.

    Connecting with a Service Account

    To authenticate with a service account, you will need to supply the following connection properties:

    • User: Set this to the username of the authenticating user.
    • Password: Set this to the password of the authenticating user.
    • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

    Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

    Accessing Custom Fields

    By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

  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 Jira Service Desk data from Nintex.

Connect to Jira Service Desk in Nintex

The steps below outline creating a new connection for access to Jira Service Desk CData Connect Cloud from Nintex to create a new Jira Service Desk 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 Jira Service Desk 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 Jira Service Desk database (e.g., JiraServiceDesk1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Jira Service Desk Workflow

With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access Jira Service Desk 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 Jira Service Desk 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.