Automating business process using Kaizala Flow connector

Introduction to Microsoft Flow

Microsoft Flow is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. [courtesy: Flow]. In some sense, you could just build a flow chart that would run the logic behind the scenes – that simple!

Flow abstracts out services as connectors which serve as a proxy / wrapper around the underlying service. Flow communicates with the connector(s) and enables you to pass output from one connector to another.  This allows you to build a Flow integrating with multiple services. A connector could have triggers and actions. Triggers are the event that trigger a flow. Every flow starts with a trigger. Example of a trigger: When an email is received. Actions are the functionalities that the services exposes. Example of an action: Send an emailWhen you add a connector on Flow, if the connector requires an underlying account for accessing the service / functionality – you will need to authenticate / configure the account before you can use the connector. This information gets saved as a connection.

If your service is not available on Flow yet, you could create a Custom Flow connector for your service!

Kaizala Flow connector

Kaizala is available as a connector on Microsoft Flow. This allows you to incorporate Kaizala in your business workflow. And, since Flow supports 200+ connectors – which presents an opportunity to build Kaizala solutions with them.

Below are screenshots showing the list of currently available triggers and actions in the Kaizala Flow connector.

Actions

actions

Triggers

triggers

Kaizala has 2 Flow templates published that you could use as a starting point:

  1. Add a SharePoint list item for every Kaizala survey response
  2. Send an announcement on Kaizala when you get an Outlook email

Example scenario

To demonstrate Kaizala Flow connector, let us think of a scenario : “Email the text message received on Kaizala group”.

Steps:

  1. Go to https://flow.microsoft.com and sign in with your credentials
  2. Click on “My flows” and subsequently click on “Create from blank”my flows
  3. Click on “Search hundreds of connectors and triggerssearch for connector or triggers
  4. Give a name for your flow
  5. In the connector search box, search for Kaizala
  6. Select the Kaizala Flow connector from the search result
  7. From the available triggers, select “When a text message is sent on a group” (you will need to authenticate to Kaizala at this point with your mobile number and OTP that you will receive)
  8. Now add an action to send email (I have chosen Outlook.com – Send an email action – you will need to authenticate to your email account)
  9. Enter an email address in the To field
  10. Click on the Subject field – you will notice a pop-up on the right that gives you a bunch of values fetched from the trigger above.dynamic content
  11. I will have the sender’s name in the subject and the message, mobile number in the body of the email. My flow looks like this:flow screenshot
  12. Click on Create flow.

Go ahead and test the flow by sending a text message on the group you configured.

Screenshot of the message that I sent on my group:

mobile-screenshot

Screenshot of the email I received:

email message

Will add more advanced scenarios of Kaizala with Flow – stay tuned! In case you want any particular scenario featured, please let me know through the contact page. Thank you for reading.

15 thoughts on “Automating business process using Kaizala Flow connector

  1. Hi Gladsonc,
    How are you doing?
    Very good article, thank you for posting, I used this to my work.
    But I have a doubut. I have created a flow with the Kaizala on Microsoft Flow, but when I include the Kaizala on flow, the flow does not find my Kaizala groups.
    Could you tell me about this?
    My connection with kaizala is ok, I received the SMS auth code and authenticated with sucess.
    Thak you!

    Kind Regards,

    Like

    1. Hi Murilo, I am doing very well, thank you!
      Couple of questions, are you an admin of these groups? Did you create the group while you were on Flow?

      You could also select custom and paste your group id. In case you need help, please share your Skype id, will get in touch with you.

      Like

      1. Hi Gladsonc,
        I hope you are fine.
        Yep, i’m admin of these groups.
        No, i created these groups early add Kaizala on flow.
        Yep, I use custom option too, i paste my group id, but, unsuccessfully.

        I created a flow with the Sharepoint and Kaizala, at where after create a new item on a page of Sharepoint, the Kaizala should send a message on a group.

        The flow execute the action of Sharepoint with success, but on Kaizala return a status code 308.

        I have a question, do you create your groups on Office 365?

        I authcated on Kailza with my Office 365 account, but i created these groups on Kaizala, i need add these groups in my organization? Because when i try include these group in my organization i receive a message.
        “Unable to add gropu to the organization at the moment, please, try again”.

        Thank you for help me.

        Have a nice week.

        Kind regards,

        Like

  2. Gladsonc, updating the information.

    I included these groups in my Office 365 accout, but unsuccessfully.

    I created a new group by the Kaizala manager portal, but unsuccessfully.

    The Flow not find these groups and send me the same status code.

    In all situation the Flow send me the message below.

    —————————————-

    Action ‘Create a group’ failed

    Fix It

    If this error was temporary, you can try resubmitting the run and the issue may have been resolved.

    Error type

    This action failed because of an error in the connector.

    Error Details

    The error message from the service is below. This maybe useful for support:

    {“redirectInfo”:{“redirectUrl”:”https://kms1.kaiza.la/”}}

    Like

    1. I try create a group and send a message to a group.

      But the same error.

      ———————————–

      Action ‘Send text message to a group’ failed

      Fix It

      If this error was temporary, you can try resubmitting the run and the issue may have been resolved.

      Error type

      This action failed because of an error in the connector.

      Error Details

      The error message from the service is below. This maybe useful for support:

      {“redirectInfo”:{“redirectUrl”:”https://kms1.kaiza.la/”}}

      Like

  3. Hi. Please help me!
    I want create a app Kaizala connect to list of SharePoint has function Insert,Update,Delete. Thanks so much.

    Like

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