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 email. When 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.
Kaizala has 2 Flow templates published that you could use as a starting point:
- Add a SharePoint list item for every Kaizala survey response
- Send an announcement on Kaizala when you get an Outlook email
To demonstrate Kaizala Flow connector, let us think of a scenario : “Email the text message received on Kaizala group”.
- Go to https://flow.microsoft.com and sign in with your credentials
- Click on “My flows” and subsequently click on “Create from blank”
- Click on “Search hundreds of connectors and triggers“
- Give a name for your flow
- In the connector search box, search for Kaizala
- Select the Kaizala Flow connector from the search result
- 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)
- 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)
- Enter an email address in the To field
- 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.
- 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:
- 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:
Screenshot of the email I received:
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.