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Tag: power automate connectors
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Deep-Dive into the Documents CorePack Power Automate Connector
At Reenhanced, we are big fans of the mscrm-addons products, especially Documents CorePack. The product has provided an excellent fit for many of or clients who rely on their professional document generation in Dynamics 365. When we heard that they were launching their first Power Automate connector, we were thrilled and started planning out the ways it can help our clients. Plus, this gives Power Automate users the ability to leverage Documents CorePack functionality without even having a Dynamics 365 environment. There are so many applications to this connector, for instance:
- Create documents automatically.
- Attach documents to emails & send either internally or externally.
- Attach documents automatically to notes in a Dynamics 365 record.
- Concatenate two files (one of the actions included in this connector!).
We virtually sat down with Patrick O’Donnell, VP Business Development for mscrm-addons.com to talk about their new connector.
Why did mscrm-addons decide to create a Documents CorePack connector in Power Automate?
There are many reasons why we decided to create a DocumentsCorePack connector for Power Automate. First and foremost is our commitment to being a leader in the Dynamics 365 community. This continues to update our add-on solutions to utilize and stay current with the most recent advances in Microsoft technologies.
For DocumentsCorePack, we saw Power Automate as a great opportunity to quickly expand our current DocumentsCorePack capabilities. Along with making automated document generation and processing even easier, it allows us to:
- Generate documents from any application using CDS and CDM! DocumentsCorePack It is no longer just for Dynamics 365 CE. This really opens up who can now use it.
- Generate documents using PowerApps Customers are quickly beginning to use PowerApps with PowerAutomate as a way to create a simplified, tailored interface for many of their users. And our integration with PowerAutomate simplifies document generation from these custom apps.
- Trigger Document Generation and Processing from External Sources PowerAutomate allows a wide variety of triggers from different external sources that can now be used to generate and process documents when needed (i.e. Outlook, Twitter, etc.)
How will this connector help existing Documents CorePack customers already using Power Automate?
Our existing customers are steadily moving from legacy Dynamics 365 workflows to Power Automate, and were eager to re-create their existing automated processes using this newer technology. We continue to see our existing customers come up with new ways to further streamline their standard work processes using Power Automate and PowerApps. They use it not only generate and process documents, but to also take additional steps and actions once the document generation is completed.
What additional resources do you have that may help current or future customers to better understand your connector?
We have two recent blog articles that describe how to setup and work with the new DocumentsCorePack custom connectors we built for Power Automate.
- How to work with the new DocumentsCorePack custom connector for Power Automate (Microsoft Flow). This step-by-step tutorial outlines how to create a document and attach it to an email using the connector.
- How To: Set up the DocumentsCorePack custom connector for PowerApps & Microsoft Flow. This article shows how to create a DocumentsCorePack custom connector for Power Automate, enabling users to utilize the document generation and processing capabilities within their Flows and Canvas Apps.
Need Help?
Thank you so much to Patrick for letting us learn more about their connector and sharing so much with Reenhanced! We cannot wait to see what other mscrmadd-ons products get connectors in the near future.
Reenhanced is a mscrm-addons partner who can help you get up and running with automated document generation today! If you need help, please reach out to us by emailing heidi@reenhanced.com or fill out our Contact Us form.
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New in Power Automate: TRIGGERcmd, OpenText CS, and DocumentsCorePack
On Friday April 3, three new connectors were released to the Power Platform, bringing the total number of connectors to 343.
What is TRIGGERcmd?
TRIGGERcmd is a RPA connector TRIGGERcmd is a Robotic Process Automation (RPA) agent that allows you to run commands on computers remotely. It is very similar to the UI Flow feature offered by Microsoft, but comes at a cost of $15 per year (compared to Microsoft’s UI Flow pricing at $150 per month!)
TRIGGERcmd offers a free option that provides 1 action per minute on one computer. With a $15 per year subscription, this limit is lifted.
TRIGGERcmd goes beyond simple RPA and offers a paywall feature, which means you can tie payment to the actions, however we would recommend something like the Stripe connector instead so you can be more flexible.
We see this connector, in combination with other tools like AutoIt as a way to drastically decrease costs for RPA. You can realistically choose this instead of a UI Flow for your RPA projects. (Development will be initially more involved, but UI Flows are in preview anyway.)
What is OpenTextCS by OneFox?“… It’s time to start bringing order to the chaos.” OpenText CS by OneFox is a Power Platform connector that brings the services of OpenText. The highly informative video above will give you a crystal clear idea of what OpenText does and leave you without a single additional question of any type.
Use this connector to bring together Open Text Content server and Power Platform. The OpenText Content server acts as a file storage hub in combination with OpenText document and information services. This connector is a good way to expand upon an existing OpenText implementation.
Inside this connector, you’ll find actions that allow you to:
- Update file and folder data and metadata
- Search folders for content by type
- Retrieve file content or folder information
- Delete files and folders
- Create files and folders
We don’t know much about OpenText, but One Fox seems to have done a great job with this connector.
What is DocumentsCorePack?
Bringing the power of DocumentsCorePack to the Power Platform DocumentsCorePack is a connector by MSCRM-ADDONS.com that allows you to get templates and create, print, and store or email documents thru a flow. You can also link .PDFs files to .DOCX files. (Full disclosure: Reenhanced is a MSCRM-ADDONS.com partner.)
This connector, while it is available, is still in beta and isn’t quite ready for use. We’ve spoken to MSCRM-ADDONS.com and they’ve recommended you wait until their April release announcement before you start to use this connector.
But if you’re a bit of a rebel and like to explore new things there’s nothing stopping you from diving in right now. Here’s what the connector offers:
- Print files and documents (DCP printers must be setup separately)
- Create documents from a DCP template
- Concatenate files (even those of different types: .PDF and .DOCX)
- Queue a document creation job
- Retrieve results of queued document creation jobs
As a partner of MSCRM-ADDONS, we have reached out to get more information about this connector. We’ll be posting our interview in a follow-up blog post. Keep your eyes peeled!
What else is new in Power Platform?April 3rd was a big day for Power Platform bringing a range of changes in addition to the ones listed above. We’ve noticed the following updates:
- A new format for the documentation portal. You can now filter connectors by connector type: Standard, Premium, Preview, Production and by platform availability.
- Icon updates for various services
Are you building a service with these connectors?We would love to hear from you! We love learning about creative ways people have used the Power Platform and would be happy to share your experience here, especially if it’s using one of the new connectors available in Power Platform.
Alternatively, if you’d like a hand building a Power Automate flow, a Logic App, or a Power App using these or other connectors smack the button below and one of our friendly specialists will be happy to help.
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New in Power Automate: Connect2All & Sendmode
Today two new connectors have been added to Power Automate. Connect2All and Sendmode both of which offer unique functionality to your Power Automate workflows and brings the total number of connectors to 340.
What is Connect2All?
Connect2All is a Business Central connector from GAC Business Solutions GAC Business Solutions is a Microsoft Partner in the Netherlands who works with Microsoft Dynamics 365 Business Central. As a part of their work, they’ve developed Connect2All, which is a connector available in Logic Apps, Power Automate and Power Apps.
We don’t know much about this connector or how useful it may be to you because it appears heavily reliant upon customizations written for GAC’s customers. (For example, you must specify
Tableas an integer instead of a string.) Unless you’re a GAC customer, you probably won’t be able to make much use of this connector in your Power Platform workflows.However if you’ve been looking for ways to interface with Business Central in new ways, this connector may just well be what you’ve been waiting for.
Here are just a few of the new actions available to you from Business Central when using this connector:
Delete Media – A way to remove data from a specific field in a tableGet CSV / XML – A collection of actions to get CSV or XML data from Business Central (optionally with headers or metadata)Get Record – This is also available in the official Business Central connector, but the Connect2All version allows you to filter data (perhaps this uses ODATA?) and other options to refine what you receive.Get Report – You’ll need to guess at the parameters for this format, but this action looks to allow you to get Business Central reporting in your Power Platform apps.Perform an Action – Use this action to execute the specifiedcodeunitin Business CentralProcess CSV/XML – These connectors allow you to bring XML or CSV data into Business Central, but you’ll have to figure out how to provide the correctConfigurationstring.What is Sendmode?
Sendmode is a Bulk Text Messaging system Sendmode is a 100% Irish owned company that provides bulk text messaging services. This new connector adds to the list of connectors that provide text messaging services from within Power Automate.
We found this connector to have a slightly strange implementation in that you need to provide a
Header Content Typefor each of the actions. (Hint: You want to use the valueapplication/jsonin every action you use.)You probably won’t want to use this connector unless you already have a Sendmode account because unlike other connectors, this one requires a
customeridfor each text message you send, which means you’ll have to manage the customer list inside of Sendmode.What else is changing in Power Automate?It appears that Microsoft has been quiet on the Power Automate front for the last week. Aside from a number of updates on Friday, we’re seeing only small changes. They’re continuing to change references to Power Platform services to contain spaces (So PowerApps became Power Apps for example. It appears the spaced version is now the official version.) Additionally, we’ve noticed a few small changes to a few service logos.
We will continue to keep you up-to-date on the latest changes inside the Power Platform, so keep your eyes on our blog for updates. We are working hard to stay on top of the entire Power Platform ecosystem.
Need Help?Do you need help implementing a Logic App, Power Automate, or Power App using Connect2All or Sendmode? We are the most up-to-date partner in the Power Platform community and can help you with your implementation. Click the button below to contact one of our friendly automation specialists.
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New in Power Automate: Traction Guest & SOLYP
Two new connectors were added today, bringing the total number of Power Automate connectors to 338! Let’s take a look at today’s new connectors: Traction Guest and SOLYP.
What is Traction Guest?
Traction Guest adds a new Power Automate connector! Traction Guest offers an end-to-end visitor management system (for physical site visits, not web traffic!), with unique solutions in the following industries: technology, manufacturing, utilities and health care. Their websites lists a few notable customers, including UPS, ThermoFisher Scientific and Unilever. Their solution features workflows, permissions, trigger actions and alerts in a drag-and-drop environment that likely feels familiar with those using the Microsoft platform.
Let’s dive more deeply into their Power Automate connector. The Traction Guest connector contains one action and four triggers:
- Action: Delete a webhook
- Trigger: When a guest is invited
- Trigger: When a guest signs in
- Trigger: When a guest signs out
- Trigger: When a guest triggers a watchlist
The business use cases here are very interesting. If your organization already leverages the Traction Guest technology platform, you can extend the benefits in a number of ways. Here are a few we have thought about using:
- Automatically alert a user group when a visitor signs in our out via Microsoft Teams
- If a guest triggers a watchlist, automate a number of actions
- When a guest is invited, automatically add a Google or Office Calendar entry
This is an interesting connector that expands the breadth of Power Automate into the visitor management technology platform. We are excited to see what we can do with it!
What is SOLYP?
SOLYP is one of the newest connectors to be added to Power Automate. SOLPY, a German company, is a part of Evolutionizer. According to their website, their platform is hosted on Microsoft Azure and provides four offerings: strategy development, strategy implementation, strategy adaptation and the Solyp 4.0 crisis strategy.
Their Power Automate connector has 13 actions:
- Create a new item
- Find items by integration system
- Get a roadmap
- Get a user
- Get all item impacts
- Get all item types
- Get all items
- Get all roadmap impacts
- Get all roadmaps
- Get an item
- Map a value
- Set an impact value
- Update an item
Their website lacks documentation about their new connector, so it’s difficult to find what they can offer in Power Automate. In fact, at Reenhanced, we were unable to discover any useful information. At this point, it seems to be useful only if you’ve already hired Solyp to provide consulting services and business strategy for your business. Perhaps they will add it in the future? For now, the ability to understand the unique offerings with this connector remain a mystery.
Need Help?Do you need help implementing an integration with Traction Guest or SOLYP and Power Automate? We can help. Click the button below to contact one of our friendly automation specialists.
Contact a Power Automate specialist for help! -
New in Power Automate: WorkPoint, OptiAPI & JotForm Entrprise
Three new Power Automate connectors were added today, bringing the grand total to 336 Power Automate connectors! We have seen quite a few new connectors being added in the PDF space (like last week’s Cloudmersive PDF connector).
There seems to be a great need for working with PDF files in Power Automate, and there’s a free solution in one of today’s new connectors (though it is a premium connector). Two out of three of today’s new connectors have some sort of PDF conversation action. It’s clearly a trend growing in Power Automate connectors! Let’s take a look at what you can do with these three new connectors.
WorkPoint extends SharePoint and Office 365 features.OptiAPI is a free connector providing PDF & text manipulation.JotForm Enterprise creates forms and surveys and embeds a web form that can kick off a Power Automate task on submission.What is WorkPoint?
Workpoint offers a new Power Automate Connector, available today! Workpoint is a buzzword heavy product that provides some of the features from Dynamics 365 directly into Sharepoint. It’s useful for companies who aren’t ready or aren’t able to make the leap from Sharepoint to Dynamics. In Power Automate, there is one trigger and 17 actions.
A full list of these actions can be found here. Some interesting actions we liked were:
- Adds a document to a digital signature transaction
- Converts a document to PDF and saves it to a list (the PDF connector function continues to grow!)
What is OptiAPI?
OptiAPI offers a new Power Automate Connector, available today! OptiAPI is an early-stage API that provides PDF and text manipulation at this time. It’s not terribly useful yet, but is completely free (though it is a premium connector on Power Automate). OptiAPI has 6 actions in Power Automate:
- PDF – Combine PDF files: Combines multiple PDF files
- PDF – Set a Password: Password protects a PDF file
- Text – Find References Using Regular Expression
- Text – Regular Expression Replace: Regex replace
- Text – Remove Duplicate Values: removes duplicate values for one or more arrays
- Text – Text Replace
What is JotForm Enterprise?
JotForm Enterprise offers a new Power Automate Connector, available today! JotForm Enterprise has one trigger in Power Automate: when a response is submitted. Each time your form gets a new submissions, this operation will trigger a flow. To create your connection, you will need your JotForm API key and the JotForm enterprise domain.
The standard JotForm connector is already available on Power Automate. Now, JotForm Enterprise customers can use Power Automate.
Need Help?Do you need help implementing an integration with WorkPoint, OptiAPI or JotForm Enterprise and Power Automate? We can help. Click the button below to contact one of our friendly automation specialists.
Contact a Power Automate Specialist for help! -
New in Power Automate: Cloudmersive PDF & DBF2XML
Today for the first time, Cloudmersive PDF and DBF2XML were added as a Power Automate connectors, bringing the total number of Power Automate connectors to 333.
Cloudmersive PDF allows you to effortlessly create, convert, process, edit, work with, encrypt, and sign PDF files. This premium connector has actions you can use within your Power Automate query.
DBF2XML is simple and has one function: to convert DBF files to XML. This is a premium connector available in all regions except US Government (GCC) and US Government (GCC High).
What is Cloudmersive PDF?The Cloudmersive PDF connector has a number of interesting actions available to use in Power Automate:
Add text watermark to a PDFAdd one or more PDF annotations, comments in the PDF documentDecrypt & password-protect a PDFEncrypt, password-protect and set restricted permissions on a PDFGet PDF annotations, including comments in the documentGet text in a PDF document by pageInsert, copy pages from one PDF document into anotherRemove, delete pages from a PDF documentRotate pages in a PDF documentGet and set PDF document metadataCloudmersive already has 4 existing connectors for Power Automate. The PDF connector joins the rest of the Cloudmersive family in Power Automate: Data Validation, Document Conversion, Image Processing and Virus Scan.
At Reenhanced, we’re excited to see what organizations can accomplish using this connector in Power Automate in conjunction with other applications.
What is DBF2XML?DBF2XML is a premium connector with a simple mission and service: to convert a dbf format to another. The connector provides one action: to convert DBF to XML.
Need Help?Do you need help implementing an integration with Cloudmersive PDF or DBF2XML and Power Automate? We can help. Click the button below to contact one of our friendly automation specialists.
Contact a Cloudmersive PDF & DBF2XML Power Automate Specialist