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Create OFX-Connected Nintex Workflows

Use the CData Cloud Hub to connect to OFX from Nintex Workflow Cloud and build custom workflows using live OFX 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 the CData Cloud Hub, you get instant, cloud-to-cloud access to OFX data for business applications. This article shows how to create a virtual database for OFX in Cloud Hub and build a simple workflow from OFX data in Nintex.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for OFX, allowing you to build workflows from live OFX 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, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to OFX, leveraging server-side processing to quickly return the requested OFX data.

Create a Virtual MySQL Database for OFX Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Cloud Hub and click Databases.
  2. Select "OFX" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to OFX.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

  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 OFX data from Nintex.

Connect to OFX in Nintex

The steps below outline creating a new connection for access to OFX the CData Cloud Hub from Nintex to create a new OFX 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 Cloud Hub OFX Connection)
    • Username: your Cloud Hub username
    • Password: your Cloud Hub password
    • Database Host: your Cloud Hub MySQL endpoint (e.g., myinstance.cdatacloud.net)
    • Database Name: the virtual OFX database (e.g., OFX1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple OFX Workflow

With the connection to the CData Cloud Hub configured, we are ready to build a simple workflow to access OFX 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 OFX using SQL and send an email with the results.

To learn more about SQL data access to 150+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Cloud Hub. Sign up for a free trial and reach out to our Support Team if you have any questions.