SQL Server is a relational database management system by Microsoft. It supports transactional processes, business intelligence and analytics applications for enterprises.
All editions of SQL Server are supported.
How to connect to SQL Server on Workato
The SQL Server connector uses basic authentication to authenticate with SQL Server.
|Connection name||Give this SQL Server connection a unique name that identifies which SQL Server instance it is connected to.|
|On-prem secure agent||Choose an on-premise agent if your database is running in a network that does not allow direct connection. Before attempting to connect, make sure you have an active on-premise agent. Refer to the On-premise agent guide for more information.|
|Username||Username to connect to SQL Server.|
|Password||Password to connect to SQL Server.|
|Host||URL of your hosted server.|
|Port||Port number that your server is running on, typically 3306.|
|Database||Name of the SQL Server database you wish to connect to.|
|Azure SQL||Choose 'Yes' if connecting to an Azure SQL instance.|
Working with the SQL Server connector
Table, view and stored procedure
The SQL Server connector works with all tables, views and stored procedures. These are available in pick lists in each trigger/action or you can provide the exact name.
Select a table/view from pick list
Provide exact table/view name in a text field
Case sensitivity of the name of a table/view depends on your database implementation. A default SQL Server is case insensitive. Databases or database objects with
CS in the COLLATION indicates that it is case sensitive.
Single row vs batch of rows
SQL Server connector can read or write to your database either as a single row or in batches. When using batch triggers/actions, you have to provide the batch size you wish to work with. The batch size can be any number between 1 and 100, with 100 being the maximum batch size.
Batch trigger inputs
Besides the difference in input fields, there is also a difference between the outputs of these 2 types of operations. A trigger that processes rows one at a time will have an output datatree that allows you to map data from that single row.
Single row output
However, a trigger that processes rows in batches will output them as an array of rows. The Rows datapill indicates that the output is a list containing data for each row in that batch.
Batch trigger output
As a result, the output of batch triggers/actions needs to be handled differently. This recipe uses a batch trigger for new rows in the
users table. The output of the trigger is used in a Salesforce bulk upsert action that requires mapping the Rows datapill into the source list.
Using batch trigger output
This input field is used to filter and identify rows to perform an action on. It is used in multiple triggers and actions in the following ways:
- filter rows to be picked up in triggers
- filter rows in Select rows action
- filter rows to be deleted in Delete rows action
This clause will be used as a
WHERE statement in each request. This should follow basic SQL syntax. Refer to this SQL Server documentation for a comprehensive list of rules for constructing
Greater than or equal to
Less than or equal to
|IN(...)||List of values||
|LIKE||Pattern matching with wildcard characters (
|BETWEEN||Retrieve values with a range||
IS NOT NULL
NULL values check
Non-NULL values check
String values must be enclosed in single quotes (
'') and columns used must exist in the table/view.
WHERE condition to filter rows based on values in a single column looks like this.
currency = 'USD'
If used in a Select rows action, this
WHERE condition will return all rows that has the value 'USD' in the
currency column. Just remember to wrap datapills with single quotes in your inputs.
Using datapills in
Column names with spaces must be enclosed in double quotes (
"") or square brackets (
). For example, currency code must to enclosed in brackets to be used as an identifier.
[currency code] = 'USD'
WHERE condition with enclosed identifier
WHERE condition can also contain subqueries. The following query can be used on the
id in (select compensation_id from users where active = 0)
When used in a Delete rows action, this will delete all rows in the
compensation table related to users who are no longer active (
active = 0).
Using subquery in WHERE condition