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URL: https://www.cdata.com/kb/tech/mongodb-cloud-workato.rst

⇱ Build Automated Workflows with Live MongoDB Data in Workato

Build Automated Workflows with Live MongoDB Data in Workato

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live MongoDB data and build automated workflows in Workato.

Workato is a cloud-based automation platform that helps businesses integrate applications and automate workflows. When paired with CData Connect AI, you get instant, cloud-to-cloud access to MongoDB data for visualizations, dashboards, and more. This article shows how to connect to MongoDB and build workflows with live MongoDB data in Workato.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for MongoDB, allowing you to easily build visualizations from live MongoDB data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to MongoDB, leveraging server-side processing to quickly return MongoDB data.

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Configure MongoDB Connectivity for Workato

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

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

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add MongoDB 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 MongoDB data from Workato.

Automate MongoDB Data Workflows in Workato

To establish a connection from Workato to the CData Connect AI Virtual SQL Server, follow these steps.

  1. Log into Workato.
  2. In the navigation bar, click Projects.
  3. In your new (or existing) project, click Create > Connection. 👁 Creating a new Connection.
  4. In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.
  5. In Connect to SQL Server, enter the connection name and the following connecting settings:
    • Location: enter the name of the project.
    • Connection type: select Cloud.
    • Host: enter tds.cdata.com
    • Port: enter 14333
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you previously generated page.
    • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, MongoDB1).
    👁 Configuring the connection to CData Connect AI.
  6. Click Connect to see the Connection established message.
  7. Next, set up your recipe. In your project, click Create > Recipe. 👁 Creating a new Recipe.
  8. In Set up your recipe, enter the name and location of your recipe.
  9. Select Run on a schedule.
  10. Select the action to occur on the schedule.
  11. Select a table from your Connect AI connection and any applicable filters. 👁 Selecting tables for the Recipe (Jira is shown).
  12. Click Save to save the recipe.
  13. Click Test Jobs to test you recipe.

Real-Time Access to MongoDB Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live MongoDB data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect AI page.