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

1. 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

   
2. 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.
3. Click New, and click Auto - Create from blank.
   
4. Click Search all triggers to search for kintone. You can name the flow.

5. Click When a record is added to an app, and then click Create.

6. 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://example.cybozu.com/k/#/portal
   • Once you have signed in, this screen will not appear the next time you create a flow.
   

7. When you are prompted whether to allow integration, click Allow.
   

8. 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://example.cybozu.com/k/23/
   • Apps in guest spaces cannot be connected.
   

9. Click New step.
   

10. Search for "Outlook" and click Send an email.
    

11. 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
    

12. 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

1. 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

   
2. 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.
   
3. Click New, and click Auto - Create from blank.
   
4. Click Search all triggers to search for Gmail. You can name the flow.
   
5. Click When a new email arrives, and then click Create.
   
6. When you are prompted to connect Gmail, click "Sign in".
   
7. Click "Allow".
   
8. Click New step.
   

9. 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.
   

10. 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://example.cybozu.com/k/#/portal
    • Once you have signed in, this screen will not appear the next time you create a flow.
    

11. When you are prompted whether to allow integration, click Allow.
    

12. 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.
    

13. 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.