Build Automated Workflows with Live Mouseflow Data in Workato

Workato is a cloud-based automation platform that helps businesses integrate applications and automate workflows. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Mouseflow data for visualizations, dashboards, and more. This article shows how to connect to Mouseflow and build workflows with live Mouseflow data in Workato.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for Mouseflow, allowing you to easily build visualizations from live Mouseflow data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Mouseflow, leveraging server-side processing to quickly return Mouseflow data.

Configure Mouseflow Connectivity for Workato

Connectivity to Mouseflow from Workato is made possible through CData Connect AI. To work with Mouseflow data from Workato, we start by creating and configuring a Mouseflow connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Mouseflow" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Mouseflow.

   Start by setting the Profile connection property to the location of the Mouseflow Profile on disk (e.g. C:\profiles\Mouseflow.apip). Next, set the ProfileSettings connection property to the connection string for Mouseflow (see below).

   Mouseflow API Profile Settings

   Retrieve your API key from API > API Key within your Mouseflow account settings. Your region (us or eu) can be determined from your account URL.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Mouseflow Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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 and a PAT generated, you are ready to connect to Mouseflow data from Workato.

Automate Mouseflow Data Workflows in Workato

To establish a connection from Workato to the CData Connect AI Virtual SQL Server, follow these steps.

1. Log into Workato.
2. In the navigation bar, click Projects.
3. In your new (or existing) project, click Create > Connection.
4. In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.
5. In Connect to SQL Server, enter the connection name and the following connecting settings:
   • Location: enter the name of the project.
   • Connection type: select Cloud.
   • Host: enter tds.cdata.com
   • Port: enter 14333
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you previously generated page.
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, API1).
   
6. Click Connect to see the Connection established message.
7. Next, set up your recipe. In your project, click Create > Recipe.
8. In Set up your recipe, enter the name and location of your recipe.
9. Select Run on a schedule.
10. Select the action to occur on the schedule.
11. Select a table from your Connect AI connection and any applicable filters.
12. Click Save to save the recipe.
13. Click Test Jobs to test you recipe.

Real-Time Access to Mouseflow Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Mouseflow data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect AI page.