Integrate HubDB Data into Automated Tasks with Power Automate

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to HubDB data and integrate live HubDB data into your Power Automate tasks.

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 AI, you get instant, cloud-to-cloud access to HubDB data for visualizations, dashboards, and more. This article shows how to connect to Connect AI from Power Automate and integrate live HubDB data into your workflows and tasks.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for HubDB, allowing you to easily integrate with live HubDB data in Power Automate — without replicating the data. CData Connect AI 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 HubDB, leveraging server-side processing to quickly return HubDB data.

Configure HubDB Connectivity for Power Automate

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "HubDB" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to HubDB.

    There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.

    Using a Custom OAuth App

    AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

    Follow the steps below to register an application and obtain the OAuth client credentials:

    1. Log into your HubSpot app developer account.
      • Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
    2. On the developer account home page, click the Apps tab.
    3. Click Create app.
    4. On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
    5. On the Auth tab, supply a callback URL in the "Redirect URLs" box.
      • If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
      • If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
    6. Click Create App. HubSpot then generates the application, along with its associated credentials.
    7. On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.

    8. Under Scopes, select any scopes you need for your application's intended functionality.

      A minimum of the following scopes is required to access tables:

      • hubdb
      • oauth
      • crm.objects.owners.read
    9. Click Save changes.
    10. Install the application into a production portal with access to the features that are required by the integration.
      • Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
      • Navigate to the copied link in your browser. Select a standard account in which to install the application.
      • Click Connect app. You can close the resulting tab.

    Using a Private App

    To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."

    You can generate a private application token by following the steps below:

    1. In your HubDB account, click the settings icon (the gear) in the main navigation bar.
    2. In the left sidebar menu, navigate to Integrations > Private Apps.
    3. Click Create private app.
    4. On the Basic Info tab, configure the details of your application (name, logo, and description).
    5. On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
    6. A minimum of hubdb and crm.objects.owners.read is required to access tables.
    7. After you are done configuring your application, click Create app in the top right.
    8. Review the info about your application's access token, click Continue creating, and then Show token.
    9. Click Copy to copy the private application token.

    To connect, set PrivateAppToken to the private application token you retrieved.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add HubDB Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  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 and a PAT generated, you are ready to connect to HubDB data from Power Automate.

Connecting to CData Connect AI

To use Connect AI to integrate HubDB 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 Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the HubDB connection (e.g. HubDB1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create Connecting to Connect AI

Integrating HubDB Data into Power Automate Tasks

With the connection to Connect AI configured, you are ready to integrate live HubDB 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 AI connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc) Getting HubDB
  5. Configure any actions to follow and test, then save the flow

SQL Access to HubDB Data from Cloud Applications

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

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

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

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