Third-party integrations

Nintex Automation Cloud allows you to integrate your workflows and forms with third-party applications such as Salesforce and Box using connectors Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores.. You can connect to:

  • Third-party cloud-based applications such as Box and Salesforce using out-of-the-box connectors.
  • Third-party on-premises applications such as SharePoint on-premises and Microsoft SQL Server on-premises using out-of-the-box connectors and Nintex Gateway.
  • Your own or other third-party applications by creating a custom connector called an Xtension.

Cloud-based connectors

Nintex Automation Cloud provides connectors to many popular third-party cloud-based applications out of the box, from Box to Zendesk.

See Connectors for a list of available connectors.

On-premises connectors (Nintex Gateway)

Nintex Gateway is an on-premises application that you can install to allow Nintex Automation Cloud to integrate with on-premises applications such as Nintex RPA Central, Microsoft SQL Server on-premises, or SharePoint on-premises. You can create workflows that perform actions in your on-premesis applications just like third-party cloud-based applications.

See Nintex Gateway for more information on integrating on-premises applications.

Custom connectors (Xtensions)

You can create an Xtension to add your own custom connector by uploading an OpenAPI Specification for a third-party application. The OpenAPI Specification defines the workflow actions and data sources available in your workflows and forms for the third-party application.

See Nintex Xtensions help documention for more information about creating your own connector.

Note: Custom connectors need technical knowledge and should be created by a person with developer experience.

Use third-party applications in your workflow

To use third-party applications in your workflows, you create a connection Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store., which grants permission for Nintex Automation Cloud to receive information from and perform actions in the third-party application on your behalf.

Each connection is created for a specific connector, and contains the authorization granted by a specific user account in that third-party application. For example, you may have a connection to your Salesforce account, and another connection to your colleague's Salesforce account. You can create as many connections to as many accounts as you need.

To protect your third-party account, you can configure permissions that control who in your Nintex Automation Cloud tenant can modify the connection, or use the connection in workflow designs. This means you can create a connection to your Salesforce account, but your colleagues can't create workflows that use that connection unless you grant them permission.

See Manage connections for more information.

Once you have created your connection, you configure your Workflow actions, Workflow start events and Data sources to create workflows that interact with the third-party application.