Install the Nintex Automation Cloud app

The Nintex Automation Cloud app that's available in the SharePoint store, provides SharePoint Online users direct access to the integrated Nintex Automation Cloud tenant from a SharePoint list or library.

After installation, the Nintex app is displayed in the Site contents page and you can find it in the top ribbon of your SharePoint lists and libraries. When a user opens the Nintex app in SharePoint Online:

  • If an integration is created in Nintex Automation Cloud, the integrated Nintex Automation Cloud is opened enabling the user to directly access Nintex Automation Cloud.

  • If an integration is not created, the Integrate Nintex Automation Cloud page is displayed.

    • Click Integrate with an existing tenant and follow the instructions to create the integration. For information, see SharePoint integration.

    • Click Sign-up for a free trial to sign up for a new Nintex Automation Cloud tenant.

Important: 

  • When you first open the app, you'll need to grant consent so that users don't have to sign in each time. This is a one-time requirement for the tenant and must be done by an Administrator with the correct permissions required to grant consent.

  • Nintex Automation Cloud can be accessed using the Nintex Automation Cloud app only from a SharePoint list or library. Site workflows are not supported and Nintex Automation Cloud can't be accessed via Site contents.

  • You must have the required license to SharePoint list forms.

Install the app in SharePoint

A SharePoint administrator or users with the appropriate permission level can add the Nintex Automation Cloud to a SharePoint site.

A SharePoint administrator can install the app to a SharePoint tenant and make it available for users to add to their site.

  1. Open the Manage apps page of the SharePoint admin center and sign in with an account that has admin permissions.

  2. Select SharePoint Store on the left pane.

  3. Use the search box to search for the Nintex Automation Cloud app and select the app from search results.

  4. Click Add to app catalog.

  5. Click Add.

  6. To approve API access for the app, click Go to API access page.

  7. Under Pending requests, select the radio button for the Nintex Automation Cloud app and click Approve.

  8. In the Approve access panel, review the data access and permissions for the app and click Approve.

Note: The Nintex Automation Cloud app requires User.Read permission to ensure that the users accessing Nintex Automation Cloud is a valid SharePoint Online user .

After the App approval is complete you can add the Nintex Automation Cloud app to your SharePoint Online site.

  1. On the SharePoint site where you want to add the app, go to Settings and then select Add an app.The My apps page is displayed.
  2. On the menu on the left click SharePoint Store.

  3. Find the Nintex Automation Cloud app by scrolling through available apps or use the search box to search and click Add.

    Important: 

    • If approval for adding the app has not been provided yet, you will see Request instead of Add and approval is required from your SharePoint administrator to add the app. See, Request approval to add an app.

    • To add the app to any site the Enable this app and add to all sites option must be selected when approving the app request.

After you add an app, you can find it in the top ribbon of your SharePoint lists and libraries.

Request approval to add an app

If approval must be requested to add the Nintex Automation Cloud app from the SharePoint Store you must send a request for approval. You can add it to your site after a SharePoint administrator approves the app.

  1. On the SharePoint site where you want to add the app, go to Settings and then select Add an app.

  2. On the menu bar at the top of the page, select SharePoint Store.

  3. Search for the Nintex Automation Cloud app in the search bar and select it from the search results to add the app.
  4. Select Request.
  5. Add a Reason for app request and click Send request.

Note: For information about settings required to allow app requests, see Configure settings for the SharePoint Store.

When the app is approved by a SharePoint administrator, you can add it to your site.

Approve the app request

After the app request is sent, a SharePoint administrator has to approve or decline the request via the More features page of the SharePoint admin center. App requests are saved to the App Requests list in the Apps site.

For more information and instructions to approve or decline, see Manage app requests.

Important: When approving Nintex recommends selecting the Enable this app and add to all sites option. When the approval is done with this selected, users can add the app to the site they want.