Getting Started with DeskDirector
DeskDirector Portals
Browser Support
What is the DeskDirector Admin Portal?
What is the DeskDirector TECH Portal?
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Pricing & Subscription Plans
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Admin Essentials
Release Notes
Enabling Master Admin
Permissions & Feature Configuration (Tokity)
Permissions & Feature Configuration (ConnectWise/Autotask Partners)
Automatic Contact Creation
The Developer Corner
Monitoring Portal Usage
DeskDirector Features Overview
Desktop Portal Version Differences
Logging in to DeskDirector
User Profiles & Profile Pictures
Office Hours
Using Markdown
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Features
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Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
Dynamic Form Content
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Actionable Messages for Emails
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Email Template Engine
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Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
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Ticket Summary for Tech Portal
Advanced
Login & Authentication
Contact & User Groups
Approvals
Task Lists
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File Storage
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Integrations
ConnectWise
ConnectWise Custom Menu Item for DeskDirector
ConnectWise
ConnectWise Quotes & Invoices
ConnectBooster
ConnectWise Sell
ConnectWise - Avoid Aggressive Notifications
AutoTask
Switching or Merging PSAs
QuoteWerks
Wise-Pay
TimeZest
BiggerBrains
OneNote Notebooks
Integrations - Frequently Asked Questions
IT Glue
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (Tech Mode)
Setting up Tags for Teams Discussions (Tech)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for Tech Users
Microsoft Power Automate
Actions
Solutions
Power Automate Template Gallery
Featured Solution: Teams Ticket Discussion
Featured Solution: Ticket Briefing
Introduction to Power Automate
Power Automate Connector - Setting up your first flow
DeskDirector Power Platform Connector Reference
DeskDirector Connector Triggers
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Diagnose Entities Tool
DeskDirector Desktop App - Installation Issues
Troubleshooting DeskDirector Connection Issues
Login & Authentication - Common Issues
Permissions & Access - Common Issues
Tickets & Chats - Common Issues
Approvals - Common Issues
Email & Email Delivery - Common Issues
PSA Entity Syncing - Common Issues
PSA Integration - Common Issues
ConnectWise Integration - Common Issues
Autotask Integration - Common Issues
ConnectWise Audit Trail - Exporting API Logs
Microsoft Teams App - Common Issues
Contact DeskDirector Support
Security
Glossary
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Table of Contents
- All Categories
- Getting Started with DeskDirector
- Get started with the DeskDirector Power Automate Connector
Get started with the DeskDirector Power Automate Connector
Updated
by Niamh Ferns
Getting Started with the DeskDirector Power Automate Connector
Prerequisites
Before you can get started with our Power Automate Connector, you need to meet the following requirements:
- Have the correct Microsoft Power Automate licensing that allows you to use Premium connectors. If you are unsure, please contact Microsoft Support.
- Your current DeskDirector plan is one of the following: Dynamic (legacy), Silver, Gold, Platinum
- (Optional) If you want to use our Solution templates, you will need the additional requirement of a Dataverse database within your environment.
Introduction
The DeskDirector connector helps you easily create automated workflows on the Power Automate platform.
View the current list of actions and triggers to see a summary of what our connector can offer.
There are also hundreds of other connectors on the platform that you can leverage. Some of our favourite connectors to use with DeskDirector include: Microsoft Teams, Office 365 Outlook, Dataverse and Excel Online.
Setting up a Connection
In order to use the connector, you must first set up a connection. A connection allows you to access your DeskDirector data from Power Automate. There are two ways to do this within Power Automate.
- Under Data > Connections. Note: if you want to name the connection you need find it in the connection list and edit

- Within a flow: in the action/trigger menu, or when selecting a DeskDirector action/trigger for the first time

Connection Fields

- Connection name: the display name of the connection. This option doesn't appear when creating a connection outside of a flow
- Site Host: this is the host part of the URL of your site, for example
support.deskdirector.com. - API Key: this is the API key which can be retrieved from your admin portal.
You're ready to start using the DeskDirector connector!
Once the connection is established, you can start using the connector just like any other connector on the platform.
If you are new to Power Automate, we recommend you read the next article on Power Automate administration, before you start creating or importing flows.
The best way to learn about the actions, triggers, their inputs and outputs is to dive right in and start creating flows with them.
Check out the template gallery for ready to import flows and solutions.
Getting Support for the DeskDirector Connector for Power Automate
Use Our Support Portal
Most customers manage their support tickets through our Support Portal.
🔗 https://support.deskdirector.com
When you submit a request through the portal or by email, a ticket is automatically created in our system. You can log in at any time to view updates or respond—just use the same email address you used to contact us. No account setup is required.
Contact Support by Email
You can also reach our support team directly at: 📧 support@DeskDirector.com
This will automatically create a support ticket in our system, and you can follow up via email or through the Support Portal.
Important Notes
- 🧑💼 To access and use the DeskDirector connector for Power Automate, you must have an active DeskDirector account.
- 📧 Please use your corporate email address when contacting support.
Unsupported Email Domains
Emails from the following domains (and similar public email providers) will not be accepted:
@gmail.com@outlook.com@yahoo.com@hotmail.com