Integrating Microsoft Power Automate with kintone
With Microsoft Power Automate, kintone can interact with other web services. Various interactions can be implemented. For example, kintone can make a post to Slack or other chat apps when a record is added on kintone, and reversely kintone can add a record when a post with a specified keyword is made on Slack.
This page explains how to set up Microsoft Power Automate to enable kintone to interact with Outlook and Gmail.
Example: Sending an E-Mail from Outlook When a Record Is Added in kintone
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Create a kintone app.
Add the following fields to provide information to be sent by e-mail.Field Name Field Type Date Date field Store Drop-down Sales Number field -
Sign in to Microsoft Power Automate, and click My flows on the left-side menu.
Microsoft Power Automate (Microsoft Power Automate site)
In Microsoft Power Automate, a flow represents a set of integration settings. -
Click New, and click Auto - Create from blank.
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Click Search all triggers to search for kintone. You can name the flow.
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Click When a record is added to an app, and then click Create.
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Enter the kintone domain that you want to connect to, and then click Sign in.
- The domain is represented by the underlined part of your kintone URL as follows:
Example: https://subdomain name.cybozu.com/k/#/portal - Once you have signed in, this screen will not appear the next time you create a flow.
- The domain is represented by the underlined part of your kintone URL as follows:
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When you are prompted whether to allow integration, click Allow.
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Enter the ID of the app that you want to use for the integration.
- You can find the ID in the URL of the app.
Example: https://subdomain name.cybozu.com/k/23/ - Apps in guest spaces cannot be connected.
- You can find the ID in the URL of the app.
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Click New step.
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Search for "Outlook" and click Send an email.
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Set the information to be sent in e-mail messages.
You can flexibly set what information will be sent in e-mail messages by combining data from apps on kintone with constant strings. For example, you can set the information as follows:- To: E-mail address of a recipient
- Subject: Today's sales [Date field]
- Body: Today's sales are as follows:
[Store field] [Sales field],000 yen
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Click "Save".
The settings for the flow are now complete. This ensures that an e-mail is sent from Outlook when a record is added to the app on kintone.
Next, you can also create a flow in the opposite direction. That is, you can enable a record to be added to an app on kintone when an e-mail is received.
Example: Adding a Record in kintone When an E-Mail is Received in Gmail
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Create a kintone app.
Integration is not available to apps in guest spaces.
Add fields to store the subject and body of received e-mail messages.Field Name Field Type Subject Text field Message Text Area field -
Sign in to Microsoft Power Automate, and click My flows on the left-side menu.
Microsoft Power Automate (Microsoft Power Automate site)
In Microsoft Power Automate, a flow represents a set of integration settings.
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Click New, and click Auto - Create from blank.
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Click Search all triggers to search for Gmail. You can name the flow.
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Click When a new email arrives, and then click Create.
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When you are prompted to connect Gmail, click "Sign in".
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Click "Allow".
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Click New step.
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In the action selection section, enter "Kintone" to search for it and then select an action you want. This example shows how to select an action to add a record.
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When you are prompted to log in to kintone, enter your domain and click Sign in.
- The domain is represented by the underlined part of your kintone URL as follows:
Example: https://subdomain name.cybozu.com/k/#/portal - Once you have signed in, this screen will not appear the next time you create a flow.
- The domain is represented by the underlined part of your kintone URL as follows:
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When you are prompted whether to allow integration, click Allow.
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Set the information to be added to the record of the app on kintone.
You can flexibly set what information is registered to the record by combining e-mail items and constant phrases.
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Click "Save".
The settings for the flow are now complete. This ensures that a record is added in kintone when an e-mail is received in Gmail.
You can implement other integrations in addition to ones described above. Feel free to give them a try.