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

⇱ Create Jira-Connected Nintex Workflows

Create Jira-Connected Nintex Workflows

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Jira Data from Nintex Workflow Cloud and build custom workflows using live Jira 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 AI, you get instant, cloud-to-cloud access to Jira data for business applications. This article shows how to create a virtual database for Jira in Connect AI and build a simple workflow from Jira data in Nintex.

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

About Jira Data Integration

CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:

  • Gain bi-directional access to their Jira objects like issues, projects, and workflows.
  • Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
  • Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.

Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.

Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure Jira Connectivity for Nintex

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Jira" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Jira.

    To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions. 👁 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. 👁 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 Jira data from Nintex Workflow Cloud.

Connect to Jira from Nintex

The steps below outline creating a new connection to Jira 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" 👁 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 Jira connection (a.g., JIRA1)
    👁 Configuring the Connection to Connect AI
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions" 👁 Configuring permissions and saving the Connection

Create a Simple Jira Workflow

With the connection to CData Connect AI configured, we are ready to build a simple workflow to access Jira 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
👁 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")
👁 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
👁 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 Jira 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.