Cloudmersive - Currency

Cloudmersive - Currency allows you to convert prices between currencies, and leverage real-time conversion rates for over 30 currencies.

For more information on Cloudmersive - Currency see the company website.

In the context of Nintex Workflow Cloud, Cloudmersive - Currency is a connector 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..

The Cloudmersive - Currency connector 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. is used to create connections for Cloudmersive - Currency actions A tool for building the processes, logic, and direction within workflows..

The following actions are available:

Use Cloudmersive - Currency actions to retrieve currencies and exchange rates, and to convert currencies.

Create a Cloudmersive - Currency connection

You can create connections from the Automate or Designer page.

  • Nintex Workflow Cloud uses the Nintex Workflow Cloud - Cloudmersive - Currency Connector to create Cloudmersive - Currency connections. This connection requires you to grant the Nintex Workflow Cloud domain access to certain Cloudmersive - Currency data.
  • You must use an Cloudmersive - Currency API Key. Get your API Key from the Cloudmersive - Currency API Keys page.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.

  2. On the Connections page, click Add new.

  3. In the Add a new connection section that opens, fill in the following.

    In this field

    Select or enter the following
    Connector Cloudmersive - Currency

  4. Click Connect.

  5. In the Configure a connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection.
    API Key An auto-generated key a user with a valid account obtains from the Cloudmersive - Currency API Keys page.

  6. Click Connect.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears on the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the Cloudmersive - Currency action you want to add the connection to, or drag a Cloudmersive - Currency action into the workflow and select it.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    API Key An auto-generated key a user with a valid account obtains from the Cloudmersive - Currency API Keys page.

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears in the Connection field of your action.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Create a Cloudmersive - Currency data source

Use the Cloudmersive - Currency data source to create a drop-down list of currencies.

Example:  To allow users to select a specific currency in a form, add a drop-down list of currencies to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a Cloudmersive - Currency - Get currencies data source to list the currencies available in the drop-down.

You can create a data source to:

  • Get currencies: list all the currencies available in Cloudmersive - Currency.

Each data source is configured for a specific project base. You can create as many data sources as you need.

To add a Cloudmersive - Currency drop-down list to your form:

  1. Create your Cloudmersive - Currency data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

Permissions enable you to manage access for other users to use, edit, and delete data sources.

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.