Create Xero-Connected Nintex Workflows

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CData Connect



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

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

Create a Virtual MySQL Database for Xero 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 "Xero" from Available Data Sources.
  3. Xero uses OAuth to authenticate. Click Test Database to authenticate with Xero.
  4. 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 Xero data from Nintex.

Connect to Xero in Nintex

The steps below outline creating a new connection for access to Xero CData Connect Cloud from Nintex to create a new Xero 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 Xero 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 Xero database (e.g., Xero1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Xero Workflow

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