Crm Newshubb
Advertisement
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
Crm Newshubb
No Result
View All Result
Home CRM Software & Tools

What Is Power Automate & How Do I Use It? – CRM Software Blog

admin by admin
December 21, 2022
in CRM Software & Tools


Power Automate (formerly known as flow) is a low-code automation tool that lives in Microsoft’s Power Platform. You can essentially break a “flow” down into 3 parts: Triggers, Actions, & Connections.

Triggers
Triggers are what get your flow running. There are 3 basic ways this can happen, and this is often used to define what kind of flow you’ve created. Conditional or automated flows are triggered when some condition or action happens. A common use is to create a conditional flow to trigger some logic when a row in a database is created, modified, or deleted. Scheduled flows required no external source to run – they simply run on a fixed schedule. Finally, instant flows can only be triggered on-demand or by user interaction. This is commonly done using a button in a canvas app, or from within a business process flow in a model-app experience.

Actions
Actions are everything else in power automate. An action could be “create a record in Dataverse” or “”post a tweet to twitter.” There’s also a set of actions called controls. It can be helpful to separate these in your mind from actions. Controls are things like conditions, apply to each, do until, etc. They are called controls, because they don’t actually interact outside of the flow – they control other actions.

Connections
Connections are arguably the most important aspect of any flow. Connections provide the schema/formatting for API calls/responses and take care of authentication. Flow then presents this connection in a user-friendly drag and drop style flow builder. Every step of your flow (with the exception of controls) has a connection. Most connections have a few triggers and actions available. For example, a connection to twitter might include a trigger like “When a user is mentioned in a tweet,” or an action like “post a tweet.”



Source link

Previous Post

Vtiger CRM Blog » Run Holiday Campaigns Smartly with Vtiger Email Templates

Next Post

How Casabaca Toyota Used Digital Transformation to Drive CX

Next Post

How Casabaca Toyota Used Digital Transformation to Drive CX

Recommended

Vtiger CRM Blog » 7 benefits of incorporating learning & development programs in your organization

October 20, 2022

6 Tips for Sales Reps to Stay Organized and Spend More Time Selling

January 19, 2023

Vtiger CRM Blog » Use Actions in Vtiger to speed up your tasks

September 15, 2022

How to Rename Columns on Views

August 18, 2022

Don't miss it

News

5 Features That Make Sugar Sell’s Forecasting Better

January 31, 2023
News

Vtiger CRM Blog » CRM Trends of 2023: Social CRM

January 31, 2023
CRM Software & Tools

Explore new markets with Census Data and Land Area Mapping with maps integration within Microsoft Dynamics 365 CRM – CRM Software Blog

January 30, 2023
CRM Software & Tools

Streamline Business Operations with Microsoft Dynamics 365 CRM and Power Platform Development Services by Inogic! – CRM Software Blog

January 29, 2023
CRM Software & Tools

4 Must Have Features On-field Sales Team Will Use Daily

January 28, 2023
CRM Software & Tools

Training Dynamics 365 Users is a Waste of Time – CRM Software Blog

January 27, 2023

crm-white

© 2022 CRM News Hubb All rights reserved.

Use of these names, logos, and brands does not imply endorsement unless specified. By using this site, you agree to the Privacy Policy and Terms & Conditions.

Navigate Site

  • Home
  • News
  • CRM Software & Tools
  • Contact us

Newsletter Sign Up

No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us

© 2022 CRM News Hubb All rights reserved.