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Create LinkedIn Ads-Connected Nintex Workflows



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

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

Configure LinkedIn Ads Connectivity for Nintex

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "LinkedIn Ads" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to LinkedIn Ads.

    LinkedIn Ads uses the OAuth authentication standard. OAuth requires the authenticating user to interact with LinkedIn using the browser. See the OAuth section in the Help documentation for a guide.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add LinkedIn Ads 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 LinkedIn Ads data from Nintex Workflow Cloud.

Connect to LinkedIn Ads from Nintex

The steps below outline creating a new connection to LinkedIn Ads 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. [email protected])
    • Password: the Connect Cloud user's PAT
    • Database Host: tds.cdata.com
    • Database Name: the LinkedIn Ads connection (a.g., LinkedInAds1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple LinkedIn Ads Workflow

With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access LinkedIn Ads 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 LinkedIn Ads 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.