Nintex Workflow provides a robust way to manage connections between workflows and third-party applications. The Connections page enables users to set up, edit, and delete connections, assign permissions, and identify invalid connections. Nintex Workflow supports integrations with various third-party cloud-based and on-premises applications through built-in connectors, Nintex Gateway, and custom Xtensions.
Accessing the Connections Page
To manage connections:
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Click Automate on the top navigation bar.
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Click Connections on the left panel.
Adding a Connection
Before adding a connection, ensure you have the necessary credentials. If browser-stored credentials are in use, verify they belong to the correct environment.
Steps to Add a Connection
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Open the Connections page.
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Click Add Connection.
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In the Add Connection panel:
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Select a connector service (e.g., Salesforce).
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Click Next.
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Enter a Connection Name (avoid special characters: < > " ' \ / { } [ ] % $ # * ^ ! @ ~ ? = , ;`).
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Complete other required fields.
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Click Connect.
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Enter login credentials when prompted.
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Grant access to Nintex Workflow.
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The connection is now available for use in workflow actions and start events.
Alternatively, you can add a connection directly from the Designer page when creating or modifying a workflow.
Editing, Deleting, and Assigning Permissions to Connections
Editing a Connection
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Open the Connections page.
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Click ... next to the desired connection.
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Select Edit.
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Modify the connection name and other settings.
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Click Connect and re-authenticate if required.
Deleting a Connection
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Open the Connections page.
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Click ... next to the desired connection.
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Select Delete.
Assigning Connection Permissions
Permissions are assigned as Owners or Users:
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Owners: Can assign permissions, use, edit, and delete connections.
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Users: Can use existing connections but cannot modify or assign permissions.
To assign permissions:
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Open the Connections page.
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Click ... next to the connection.
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Select Permissions.
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Assign permissions to Everyone, a Group, or specific users.
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Click Save Permissions.
Identifying Invalid Connections
Invalid connections are marked with an indicator on the Connections page. To resolve:
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Click ... next to the invalid connection.
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Select Edit.
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Update the necessary configurations.
Troubleshooting Connection Issues
If a workflow fails due to connection issues:
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Verify that the required connections exist in the correct tenant.
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Ensure you have the necessary permissions.
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Update affected workflow actions to use a valid connection.
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Contact an administrator if needed.
Third-Party Integrations in Nintex Workflow
Nintex Workflow supports seamless integration with third-party applications, allowing users to enhance their workflows using cloud-based, on-premises, and custom connectors.
Cloud-Based Connectors
Nintex provides prebuilt connectors for popular cloud-based applications such as:
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Salesforce
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Box
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Zendesk
See Connectors for a list of available connectors.
On-Premises Connectors (Nintex Gateway)
Nintex Gateway allows integration with on-premises systems like:
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Microsoft SQL Server
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SharePoint On-Premises
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Nintex RPA Central
For more details, refer to the Nintex Gateway documentation
Custom Connectors (Xtensions)
Users can create custom connectors by uploading an OpenAPI Specification, defining available workflow actions and data lookups. This requires developer expertise.
For more details, refer to the Nintex Xtensions documentation.
Using Third-Party Applications in Workflows
To integrate a third-party application:
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Create a Connection for the desired application. Refer to how to Add a connection
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Configure workflow actions, start events, and data lookups.
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Manage permissions to control access to the connection.
Connections ensure secure interaction between Nintex Workflow and third-party applications, enabling automation and data exchange while maintaining security and control.