Add an Open SQL Connection ActionĪdd an "Open SQL connection" action (Actions -> Database) and click the option to build the Connection string. In the flow editor, you can add the actions to connect to Microsoft Planner, query Microsoft Planner using SQL, and write the query results to a CSV document. Open Microsoft Power Automate, add a new flow, and name the flow. Integrate Microsoft Planner Data into Power Automate WorkflowsĪfter configuring CData Connect with Microsoft Planner, you are ready to integrate Microsoft Planner data into your Power Automate workflows.
Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions. Saves OAuth values in OAuthSettingsLocation to be persisted across connections. Obtains a new access token when the old one expires. 
Extracts the access token from the callback URL and authenticates requests.The Driver then completes the OAuth process. Log in and grant permissions to the Driver. When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. This is required to work with an organization not on your default Tenant. Tenant (optional): Set this if you wish to authenticate to a different tenant than your default.You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
InitiateOAuth: Set this to GETANDREFRESH. Below are the minimum connection properties required to connect. 
You can connect without setting any connection properties for your user credentials.
Select "Microsoft Planner" from Available Data Sources.Įnter the necessary authentication properties to connect to Microsoft Planner. Log into Connect Server and click Databases. Connect 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 Microsoft Planner, leveraging server-side processing to quickly return Microsoft Planner data.Ĭreate a Virtual SQL Database for Microsoft Planner DataĬData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs. This article shows how to integrate Microsoft Planner data into a simple workflow, moving Microsoft Planner data into a CSV file.ĬData Connect provides a pure SQL interface for Microsoft Planner, allowing you to easily integrate with live Microsoft Planner data in Power Automate - without replicating the data. CData Connect enables you to access live Microsoft Planner data in workflow automation tools like Power Automate.
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