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Create Zoho CRM-Connected Nintex Workflows

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

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

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

    You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

    See the "Getting Started" chapter in the help documentation for a guide.

  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 Zoho CRM data from Nintex.

Connect to Zoho CRM in Nintex

The steps below outline creating a new connection for access to Zoho CRM CData Connect Cloud from Nintex to create a new Zoho CRM 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 Zoho CRM 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 Zoho CRM database (e.g., ZohoCRM1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Zoho CRM Workflow

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