Power Automate

Warning

This page describes a function that has not yet been publicly released, or has been released in beta / preview quality. Subject to change.

Integration with third-party systems

Resco CRM Connector (web APIs): REST API service OData service Questionnaire OData service Resco Cloud Client (NuGet) Connect Resco Cloud and Dynamics Business Central Power Automate Resco Cloud connector Resco Reports connector Integrations Glossary entry on integration Woodford configuration Documents (Box, Dropbox, OneDrive, SharePoint) Communication with external applications (via URL schemes) Email integration Exchange (email, calendar, contacts) Google (discontinued) DocuSign integration Marketing services (MailChimp, MailerLite, GetResponse) SMS integration GitHub integration (for Woodford customizations)

Power Automate is a Microsoft service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. Power Automate can be used to connect a Resco Cloud organization with other CRM/ERP backend systems, such as Microsoft Dynamics 365 Business Central.

Benefits

• Connecting backends is often a complex and time-consuming endeavor. Use Microsoft-standardized integration to save time and money.

• Automating the communication can extend Resco Cloud benefits to the users of other backends, for example, offline mobility or some field service functions.

One of the possible usage scenarios

Resco Cloud connector

The Microsoft-certified Resco Cloud connector exposes a couple of operations that allow you to seamlessly create, read, update, and delete records.

Prerequisites

In order to use this connector, you will need the following:

• An organization at Resco Cloud or any affiliate product from Resco website.
• You can sign up for a free trial.
• An user account with schema access privilege or system administrator privilege.

Authentication

This connector uses Basic authentication. When creating a new connector (in Power Apps/Logic Apps), you must provide login credentials. You must also select a server to use with this connector and the organization name you specified during sign-up.

Supported operations

This connector supports the following operations:

• List records: Get a list of records.
• Get record: Get record with a specific ID.
• Create a new record: Create a new record.
• Delete record: Delete record with a specific ID.
• Update record: Update record with a specific ID.
• Get current user: Get the current user record associated with login credentials.

Creating a sample flow using the connector

In the following example, we are creating an instant flow that retrieves some records from Resco Cloud and saves them to Common Data Service.

1. Select Create from the menu, then select Instant clow flow.
2. Enter a flow name and choose how the flow should be triggered.
   
3. Click New step.
   
4. Search for 'resco' and select Resco Cloud connector.
   
5. Select an action for the connector, for example, Get record.
6. Connect to your Resco Cloud, Resco Inspections, or Resco Routes organization.
   
7. TBD.

Building custom connectors

Resco has prepared OpenAPI definition files that can be used by Power Automate to create a custom connector for interfacing with Resco Cloud. Both YAML and JSON formats are available. When using an OpenAPI definition to describe a custom connector in Power Automate, the file must be less than 1 MB. Therefore, the API definition only includes selected entities by default. Contact Resco support for more information.

Tip	The API definition files can be also utilized by other tools and services compatible with the OpenAPI standard, not only Power Automate.

(Coming soon): You can also generate your own OpenAPI file with entities necessary for your particular use case. In the Admin Console, select TBD from the menu; then select the entities (fields?) that you need.