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
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  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. Image
  3. Click New, and click Auto - Create from blank.
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  4. Click Search all triggers to search for kintone. You can name the flow. Image
  5. Click When a record is added to an app, and then click Create. Image

  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.
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  7. When you are prompted whether to allow integration, click Allow.
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  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.
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  9. Click New step.
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  10. Search for "Outlook" and click Send an email.
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  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
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  12. Click "Save".
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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
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  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.
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  3. Click New, and click Auto - Create from blank.
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  4. Click Search all triggers to search for Gmail. You can name the flow.
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  5. Click When a new email arrives, and then click Create.
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  6. When you are prompted to connect Gmail, click "Sign in".
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  7. Click "Allow".
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  8. Click New step.
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  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.
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  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.
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  11. When you are prompted whether to allow integration, click Allow.
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  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.
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  13. Click "Save".
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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.
Image            Image Image You can implement other integrations in addition to ones described above. Feel free to give them a try.