Create ActiveCampaign-Connected Nintex Workflows

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 Cloud, you get instant, cloud-to-cloud access to ActiveCampaign data for business applications. This article shows how to create a virtual database for ActiveCampaign in Connect Cloud and build a simple workflow from ActiveCampaign data in Nintex.

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

Configure ActiveCampaign Connectivity for Nintex

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "ActiveCampaign" from the Add Connection panel
3. Enter the necessary authentication properties to connect to ActiveCampaign.

   ActiveCampaign supports authenticating with the API Key. To connect to ActiveCampaign, set the following:

   • URL: This can be found in your account on the My Settings page under the Developer tab. For example: https://{yourAccountName}.api-us1.com
   • APIKey: This can be found in your account on the Settings page under the Developer tab. Each user in your ActiveCampaign account has their own unique API key.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add ActiveCampaign Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
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, you are ready to connect to ActiveCampaign data from Nintex Workflow Cloud.

Connect to ActiveCampaign from Nintex

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

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"
4. In the SQL Server connection wizard, set the following properties:
   • Connection Name: a Connect Cloud
   • Username: a Connect Cloud username (e.g. [email protected])
   • Password: the Connect Cloud user's PAT
   • Database Host: tds.cdata.com
   • Database Name: the ActiveCampaign connection (a.g., ActiveCampaign1)
5. Click "Connect"
6. Configure the connection permissions and click "Save permissions"

Create a Simple ActiveCampaign Workflow

With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access ActiveCampaign 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

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")

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

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

To learn more about live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Cloud page. Sign up for a free trial and reach out to our Support Team if you have any questions.