Integration and connectivity

Using the Integration and Connectivity module, you can integrate your Sitefinity CMS project with third-party systems, such as Salesforce, Google, Azure, and Power BI, via the Workato platform.

For more information on how to work with Workato, see Workato documentation.

The integration of Sitefinity with Workato is made possible through the Workato Connector for Sitefinity CMS. This connector utilizes the Workato SDK to create a user interface and make API calls to interact with Sitefinity and other third-party systems.

To be able to use the module, you have to install the Progress.Sitefinity.IntegrationHub NuGet package.

To establish a connection to Sitefinity, follow these steps:

1. Go to the Connections section in your Workato workspace.
2. Select Create » Connection.
3. Select Sitefinity from the list of available applications.
4. Enter your Sitefinity credentials.

You can choose between two authentication types: OAuth2 or Access key. If you select OAuth2, a dialog will open with the Sitefinity instance login screen. For more information on how to setup OAuth2 authentication, see Configure Oauth2. If you opt for Access key, you should generate an access key for your user in Sitefinity and paste it into Workato. For more information, see Generate access key.

NOTE:  If you are using an access key, make sure the user that generates the key has the least privileges needed. For instance, if you are only using the connection to create blog posts, only allow the user access to blog posts. If you plan to use the triggers defined in the Sitefintiy connector, make sure the user has permissions to create Service hooks.

The core of your integration is the Recipe. A recipe in Workato represents a step-by-step set of actions you want to execute in response to specific triggers. For example, you can create a recipe that automatically generates a Salesforce lead when a form is submitted in Sitefinity CMS.

To create a recipe, follow these steps:

1. Go to the Recipes tab and select Create » Recipe. For more information, see Workato’s documentation » Recipe design.
2. Provide a name, location, and select the trigger app (in this case, Sitefinity).
3. Choose the trigger event you want to listen for, such as Form is submitted.
4. Select the Sitefinity connection you wish to use (your Sitefinity instance).
5. Specify the form you want to listen for form submissions.
6. Define a Service Hook Label to enable Sitefinity to notify Workato about form submissions. Workato creates a corresponding Service Hook in Sitefinity to facilitate data transfer. This hook is automatically deleted when you stop the recipe.

Within your recipe, you can also configure actions. Actions are tasks that will be executed in the target application (for e, Salesforce). For instance, you can set up an action to create a Salesforce Lead. For more information, see Workato’s documentation » Actions.

Follow these steps:

1. Select the Salesforce app as your action app.
2. Choose Create record as the action type.
3. Select the Salesforce connection you want to use.
4. Specify the object you want to create (for example, Lead).

You can manually input data or use data from the form submission trigger to populate the required fields automatically.