Create PayPal-Connected Nintex Workflows

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CData Connect



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

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

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

    The provider surfaces tables from two PayPal APIs. The APIs use different authentication methods.

    • The REST API uses the OAuth standard. To authenticate to the REST API, you will need to set the OAuthClientId, OAuthClientSecret, and CallbackURL properties.
    • The Classic API requires Signature API credentials. To authenticate to the Classic API, you will need to obtain an API username, password, and signature.

    See the "Getting Started" chapter of the help documentation for a guide to obtaining the necessary API credentials.

    To select the API you want to work with, you can set the Schema property to REST or SOAP. By default the SOAP schema will be used.

    For testing purposes you can set UseSandbox to true and use sandbox credentials.

  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 PayPal data from Nintex.

Connect to PayPal in Nintex

The steps below outline creating a new connection for access to PayPal CData Connect Cloud from Nintex to create a new PayPal 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 PayPal 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 PayPal database (e.g., PayPal1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple PayPal Workflow

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