Integrate Act CRM Data into Automated Tasks with Power Automate

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Act CRM data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Act CRM data into your workflows and tasks.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Act CRM, allowing you to easily integrate with live Act CRM data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Act CRM, leveraging server-side processing to quickly return Act CRM data.

Configure Act CRM Connectivity for Power Automate

Connectivity to Act CRM from Power Automate is made possible through CData Connect Cloud. To work with Act CRM data from Power Automate, we start by creating and configuring a Act CRM connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Act CRM" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Act CRM.

   The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Act CRM Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Act CRM data from Power Automate.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Act CRM data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com
   • Set SQL database name to the name of the Act CRM connection (e.g. ActCRM1)
   • Set Username to a Connect Cloud user (e.g. user@mydomain.com)
   • Set Password to the PAT for the above user
   • Click Create

Integrating Act CRM Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live Act CRM data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New flow and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
5. Configure any actions to follow and test, then save the flow

SQL Access to Act CRM Data from Cloud Applications

Now you have a direct connection to live Act CRM data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Act CRM data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.

Related Power Automate Articles

This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Act CRM Data in Power Automate Desktop using CData Connect
• Act CRM Data in Power Automate Desktop via ODBC