Managing connections to external providers

You can add, test, select, and delete connections to external providers, such as DocuSign, Microsoft Dynamics CRM, and Salesforce.

To access the Connection Manager dialog box:

In the Nintex Workflow designer, in the Nintex Workflow 2010 ribbon, click Connection Manager.

To add a connection:

In the Connection Manager dialog box, click New.
In the Create Connection dialog box, specify the following properties (fields) and then click Save.

Scope (User or Site)
Provider
Connection name
Provider-specific fields

For more information about these fields, see Create Connection dialog box.
The connection is now available for selection when configuring actions associated with the selected provider. For example, if you added a Salesforce connection, then the new connection is available when configuring the action Salesforce change user status.

To test an existing connection:

In the Connection Manager dialog box, under the Status column, click Test for the desired connection.

The message "Testing connection" appears briefly, and then an image representing the test results is displayed to the right of the Test button for the selected connection.

: Connection is working

: Error encountered during test; hover over image for more details

To select a connection for use during action configuration:

In the action configuration dialog box, select the desired connection from the drop-down list for Connection.
All connections that exist for the associated provider are listed.

To delete a connection:

In the Connection Manager dialog box, select the desired connection and then click Delete.