Integrate Linear Data into Power Automate Desktop using CData Connect

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
CData Connect for Linear Data enables you to integrate Linear data into workflows built using Microsoft Power Automate Desktop.

CData Connect enables you to access live Linear data in workflow automation tools like Power Automate. This article shows how to integrate Linear data into a simple workflow, saving Linear data into a CSV file.

CData Connect provides a live interface for Linear, allowing you to integrate with live Linear data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Linear, leveraging server-side processing to quickly return Linear data.

Configure Linear Connectivity for Power Automate

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

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

    You can authenticate to Linear with a personal API key or with OAuth 2.0. The API key is the simplest option for connecting with your own Linear account.

    Authenticating with an API Key

    Set the following connection properties:

    • AuthScheme: Set this to APIKey.
    • APIKey: A Linear personal API key.

    To create a personal API key, log in to Linear, open Settings > Security & access > Personal API keys, select New API key, and create it. Copy the key immediately, because Linear shows it only once.

    Authenticating with OAuth

    OAuth requires a custom OAuth application registered in Linear (Settings > API > OAuth applications), which provides the OAuthClientId and OAuthClientSecret. Two flows are supported:

    • Authorization code: Set AuthScheme to OAuth, InitiateOAuth to GETANDREFRESH, and provide OAuthClientId, OAuthClientSecret, and the CallbackURL defined in your application (e.g., http://localhost:33333). The driver opens Linear in your browser so you can grant access.
    • Client credentials: Set AuthScheme to OAuthClient and provide OAuthClientId and OAuthClientSecret. This authenticates the application itself, with no browser interaction, and suits machine-to-machine integrations.

    By default, the driver requests the read,write scopes. The driver refreshes the access token automatically when it expires.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Linear 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 Linear data from Power Automate Desktop.

Integrate Linear Data into Power Automate Workflows

After configuring CData Connect with Linear, you are ready to integrate Linear data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

A new flow in Power Automate

In the flow editor, you can add the options to connect to Linear, query Linear using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

  1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
  2. On the Connection tab:
    1. Select or enter a server name: set to tds.cdata.com,14333
    2. Enter information to lag onto the server: select "Use a specific username and password"
      • Set User name to your CData Connect AI user name (e.g. [email protected])
      • Set Password to your PAT
      • Select the database: use the database configured above (e.g. Linear1)
  3. Click "Test Connection" to ensure the connection is configured properly
  4. Click "OK" A configured connection to CData Connect

After building the connection string in the Data Link Properties wizard, save the action.

A configured

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Action -> Database) and configure the properties.

  • Get connection by: SQL connection variable
  • SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
  • SQL statement: SELECT * FROM Team

After configuring the properties, save the action.

A configured

Add a Write to CSV File Action

Add a "Write to CSV file" action (Action -> File) and configure the properties.

  • Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
  • File path: set to a file on disk
  • Configure Advanced settings as needed.

After configuring the properties, save the action.

A configured

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Action -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

A configured

Save & Run the Flow

Once you have configured all the options for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

A fully configured workflow

Now you have a workflow to save Linear data into a CSV file.

Application data in a CSV file (Salesforce is shown)

With CData Connect AI, you get live connectivity to Linear data within your Microsoft Power Automate workflows.

SQL Access to Linear Data from Cloud Applications

Now you have a direct connection to live Linear data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Linear 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 Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

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