Workflow

Nintex Workflow Cloud is a cloud-based capability on the Nintex platform where you can design workflows to automate simple to complex processes using drag-and-drop interactions without writing any code.

Review the Nintex Workflow Cloud help documentation to learn more about Nintex Workflow Cloud.

Workflow connections are used to connect Nintex RPA to your Nintex Workflow Cloud tenant to run workflows. Before Nintex RPA can run a workflow in Nintex Workflow Cloud, you must create a Workflow connection. Each Workflow connection is identified using a connection letter A specific letter used by Nintex RPA to communicate with an external application when a Nintex RPA action runs.. Each Workflow Action added to your botflow A file that stores the actions and variables designed to automate tasks. is linked to one (1) Workflow connection.

Obtain a Nintex Workflow Cloud personal access token

To obtain a Nintex Workflow Cloud Personal access token.

1. Sign in to your Nintex Workflow Cloud tenant.
2. Click the Settings menu at the top right corner of your browser window.
3. Click Personal access tokens from the options on the left of the browser window.

Note: If no tokens are assigned, click Create New on the right side of the browser window. See the Nintex Workflow Cloud help documentation about Personal access tokens for more information.

4. Find your Personal access token, click the ellipsis, and then click View Token.
5. Click Copy ().

Important: Be sure not to use an expired or revoked Personal access token.

Add a Workflow connection

To add a Workflow connection to a botflow:

1. Click Add Item () on the Botflow Pane.



2. Click Workflow.

The Workflow window displays.



3. Select a connection Letter used to identify the Workflow connection.

Note: Accepting the default letter will ensure that the same letter is not used when creating multiple Workflow connections in the same botflow.

4. Type a unique name for the Workflow connection in the Name field.
5. Enter the Access Token obtained from your Nintex Workflow Cloud tenant.
6. Select a region for Nintex Workflow Cloud tenant from the Region drop-down list:
• North America
• Europe
• APAC

Important: Use the region listed in your Nintex Workflow Cloud tenant or the connection will fail. You can find this information in your Nintex Workflow Cloud Settings -> Tenant and license information.

7. Optionally, enter a Note describing the Workflow Botflow Pane item.
8. Click OK to create the Workflow Botflow Pane item.

Manage Workflow connections

To manage Workflow connections:

1. Navigate to the Workflow connection on the Botflow Pane.
2. Right-click the Workflow connection.

The Context Menu displays.

3. Use the Context Menu to add, edit, and delete Workflow connections.

Note: It is not possible to duplicate Workflow connections because of the use of unique access tokens.