Create Magento-Connected Nintex Workflows

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CData Connect



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

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

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

    Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

    You will also need to provide the URL to your Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

    • Customer: To use Magento as a customer, make sure you have created a customer account in the Magento homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Magento system.

    • Administrator: To access Magento as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

      If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

  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 Magento data from Nintex.

Connect to Magento in Nintex

The steps below outline creating a new connection for access to Magento CData Connect Cloud from Nintex to create a new Magento 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 Magento 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 Magento database (e.g., Magento1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Magento Workflow

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