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 Connect Resco Cloud and Dynamics Power Automate Glossary entry on integration Woodford configuration Documents (Box, Dropbox, Google Drive, OneDrive, SharePoint) Communication with external applications (via URL schemes) Email integration Exchange (email, calendar, contacts) Google (email, calendar, contacts) DocuSign integration Marketing services (MailChimp, MailerLite, GetResponse) 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.

One of the possible usage scenarios

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.