Create Jira Service Desk-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 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, 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.

Configure Jira Service Desk Connectivity for Nintex

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Jira Service Desk" from the Add Connection panel
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 Create & Test
5. Navigate to the Permissions tab in the Add Jira Service Desk Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your 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, you are ready to connect to Jira Service Desk data from Nintex Workflow Cloud.

Connect to Jira Service Desk from Nintex

The steps below outline creating a new connection to Jira Service Desk data from Nintex (via Connect Cloud).

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: a Connect Cloud
   • Username: a Connect Cloud username (e.g. user@mydomain.com)
   • Password: the Connect Cloud user's PAT
   • Database Host: tds.cdata.com
   • Database Name: the Jira Service Desk connection (a.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 (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 Jira Service Desk using SQL and sand an email with the results.

To learn more about live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Cloud page. Sign up for a free trial and reach out to our Support Team if you have any questions.