Create Monday.com-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 Monday.com data for business applications. This article shows how to create a virtual database for Monday.com in Connect Cloud and build a simple workflow from Monday.com data in Nintex.

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

Configure Monday.com Connectivity for Nintex

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

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

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

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

Connect to Monday.com from Nintex

The steps below outline creating a new connection to Monday.com 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 Monday.com connection (a.g., Monday1)
5. Click "Connect"
6. Configure the connection permissions and click "Save permissions"

Create a Simple Monday.com Workflow

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