Create connections in Office 365

  • 15 February 2022
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Creating connections in Office 365 for use in Nintex Workflows

 

Instructions

 

Shared Connection:

  • Open the Nintex Workflow for Office 365 app
    • Navigate to Site Contents > Nintex Workflow for Office 365 or directly from a your list by clicking the Nintex Workflow button in the ribbon.
  • Select 'Connections'
  • Click 'Create New Shared Connection'
    • The drop-down menu will present many options for connection types. Reference the 'Connection types and Connector actions' section of Connections to identify which connection type is needed.

 

Personal Connection:

  • In the Nintex Workflow Designer, open the configuration for an action that utilizes a connection.
  • In the ‘Connection’ drop-down menu, select ‘+ Create New Personal Connection’

 

Note: The instructions for both connection types are the same from this point forward.

 

  • Enter the Connection Name and Tenant URL. Click ‘Connect’

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  • Enter the credentials that the connection will use.
    • The permissions requirements for each connection type are specified in the 'Connection types and Connector actions' section of Connections.
  • The connection is then displayed under ‘Available Connections’ as well as within the ‘Connections’ drop-down menu in workflow action configurations.

 

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Related Links

Connections in Nintex for Office 365

https://help.nintex.com/en-US/Office365/Workflows/Connections.htm


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