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URL: https://www.cdata.com/kb/tech/bigcommerce-cloud-nintex-workflow-cloud.rst

⇱ Create BigCommerce-Connected Nintex Workflows


Create BigCommerce-Connected Nintex Workflows

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to BigCommerce Data from Nintex Workflow Cloud and build custom workflows using live BigCommerce 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 β€” without writing any code. When paired with CData Connect AI, you get instant, cloud-to-cloud access to BigCommerce data for business applications. This article shows how to create a virtual database for BigCommerce in Connect AI and build a simple workflow from BigCommerce data in Nintex.

CData Connect AI provides a pure, cloud-to-cloud interface for BigCommerce, allowing you to build workflows from live BigCommerce data in Nintex Workflow Cloud β€” 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 AI pushes all supported SQL operations (filters, JOINs, etc.) directly to BigCommerce, leveraging server-side processing to quickly return the requested BigCommerce data.

Configure BigCommerce Connectivity for Nintex

Connectivity to BigCommerce from Nintex is made possible through CData Connect AI. To work with BigCommerce data from Nintex, we start by creating and configuring a BigCommerce connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "BigCommerce" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to BigCommerce.

    BigCommerce authentication is based on the standard OAuth flow. To authenticate, you must initially create an app via the Big Commerce developer platform where you can obtain an OAuthClientId, OAuthClientSecret, and CallbackURL. These three parameters will be set as connection properties to your driver.

    Additionally, in order to connect to your BigCommerce Store, you will need your StoreId. To find your Store Id please follow these steps:

    1. Log in to your BigCommerce account.
    2. From the Home Page, select Advanced Settings > API Accounts.
    3. Click Create API Account.
    4. A text box named API Path will appear on your screen.
    5. Inside you can see a URL of the following structure: https://api.bigcommerce.com/stores/{Store Id}/v3.
    6. As demonstrated above, your Store Id will be between the 'stores/' and '/v3' path paramters.
    7. Once you have retrieved your Store Id you can either click Cancel or proceed in creating an API Account in case you do not have one already.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add BigCommerce Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to BigCommerce data from Nintex Workflow Cloud.

Connect to BigCommerce from Nintex

The steps below outline creating a new connection to BigCommerce data from Nintex (via Connect AI).

  1. Log into Nintex Workflow Cloud
  2. In the Connections tab, click "Add new"
  3. Select "Microsoft SQL Server" as the connector and click "Connect" πŸ‘ Adding a new SQL Server Connection
  4. In the SQL Server connection wizard, set the following properties:
    • Connection Name: Connect AI
    • Username: a Connect AI username (e.g. [email protected])
    • Password: the Connect AI user's PAT
    • Database Host: tds.cdata.com:14333
    • Database Name: the BigCommerce connection (a.g., BigCommerce1)
    πŸ‘ Configuring the Connection to Connect AI
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions" πŸ‘ Configuring permissions and saving the Connection

Create a Simple BigCommerce Workflow

With the connection to CData Connect AI configured, we are ready to build a simple workflow to access BigCommerce 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
πŸ‘ Designing the Start event Form

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 (a.g., "values")
πŸ‘ Configuring the SQL Server query action

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
πŸ‘ Configuring the email action

Once you configure the actions, click "Save," name the Workflow, and click "Save" again. You now have a simple workflow that will query BigCommerce using SQL and sand an email with the results.

To learn more about live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect AI page. Sign up for a free trial and reach out to our Support Team if you have any questions.