Power Automate Connector - Setting up your first flow

Warwick Eade Updated by Warwick Eade

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46 STEPS

1. The first step is to open Microsoft Power Automate in the Environment you want to use and click My flows

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2. Click New flow

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3. Click Instant cloud flow—from blank

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4. Click Flow button for mobile

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5. Click Create

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6. Click Untitled to name your new flow

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7. Type [Demo][Button] Your first DD Flow

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8. Once you have entered the name, Click + New step

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9. Click Premium

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10. Click Search connectors and actions

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11. Type DeskDirector

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12. With your mouse, hover DeskDirector

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13. Click DeskDirector

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14. Click Find Tickets

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15. We don't have a connection to your DeskDirector Server. This is where we will create one. so next,
Click Connection name

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16. Type the Connection name and Press Tab. You will likely only ever have one connection, so you can simply call the Connection 'DeskDirector'. We will give it a more specific name, because we are connecting to many different servers

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17. Click Site Host

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18. Type Site Host Name. This is the name of your server. Do NOT prefix with HTTPS://

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19. Click in the API Key field

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20. Type API Key. You can get the API key from this link
DeskDirector Admin Portal-advanced-Developers Corner

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21. Paste the API key in

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22. We are going to check the connection has worked and the action is OK to use it. Click Menu for Find tickets. (The three dots at the top Right Hand corner of the action)

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23. You should see your connection name listed with a tick
Click highlight to move on

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24. Click Show options from the Board dropdown. You should see all your service boards. This is the final check to see if your connection is valid

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25. Click a board. We have selected Managed Services and that will filter all the tickets returned

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26. Click Save

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27. We are going to test the flow
Click Test

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28. Click Test Flow, Manually

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29. Click Test

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30. Click Continue

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31. Click Run flow

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32. Click Done

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33. With your mouse, hover Loading

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34. Wehn the Flow has run it will look like this. Click Find tickets to see what was returned

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35. There were 79 that matched, but a limit of 50 returned. Let's get them all returned by uppinmg the limit Click to move on

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36. Click Edit to go into edit mode and make the changes

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37. Click Show advanced options to see the limits fields

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38. The default limit is 50. Let's up that to 100

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39. The default limit is 50. Let's up that to 100, then Click Save

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40. Click Test to rerun the flow

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41. Click Test

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42. Click Run flow

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43. Click Done

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44. Click Find tickets to look inside the action

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45. You can now see we are getting all the tickets. Click to move on

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46. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2057461/Automation---Your-first-flow

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How did we do?

Introduction to Power Automate

DeskDirector Power Platform Connector Reference

Contact