Create Microsoft Planner-Connected Nintex Workflows

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CData Connect



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

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

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

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

    1. Extracts the access token from the callback URL and authenticates requests.
    2. Obtains a new access token when the old one expires.
    3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
  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 Microsoft Planner data from Nintex.

Connect to Microsoft Planner in Nintex

The steps below outline creating a new connection for access to Microsoft Planner CData Connect Cloud from Nintex to create a new Microsoft Planner 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 Microsoft Planner 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 Microsoft Planner database (e.g., MicrosoftPlanner1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Microsoft Planner Workflow

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