In this article, we will show you how to create a DocumentsCorePack custom connector for PowerAutomate enabling users to utilize the document generation and processing capabilities within their Flows and Canvas Apps.
Important: The method described here is already outdated and is only useful for manually importing the DocumentsCorePack REST-API. We highly recommend using the certified DocumentsCorePack connector. Please go to following article to learn how you can set up the certified connector.
Prerequisites:
- Your DocumentsCorePack service must be hosted on mscrm-addons.com (Open Service Configuration)
- Your DocumentsCorePack service must use Server2Server authentication
Step-by-Step guide:
1. Visit https://documentapi.mscrm-addons.com/swagger/v1/swagger.json and save the JSON file locally.
2. Navigate to Power Automate, choose the environment you want to add the connector too and go to More -> Discover all.
3. Scroll down to Data and select Custom connectors.
4. Select Import an OpenAPI file.
5. Give your connector a name and select the file saved in step 1. Then, follow the instructions that appear. You can optionally change the icon. Once you are ready, click on Create connector.
6. After creating the connector, you will need to get an API key to use it. To get an API key, visit the DocumentsCorePack Online Service Configuration, select your service and navigate to the Connector tab. Click on the Create Key button to generate an API key.
Note: The API key will only be displayed once. Make sure to copy the key before proceeding. Otherwise, you will have to revoke the key and create a new one.
7. When attempting to add an action from the connector to a flow, you will be prompted to enter a name and API key. Enter the value from step 6 here. Once the key has been entered, you will able to use the custom connector for your flows.
Note: To test the connection, click on the Edit button on the custom connector and go to step 5 (Test). After selecting the Ping action under Operations, click the Test operation button. If successful, you will see a “successfully connected” message in the Response area.
Other Resources
- Step-by-Step video on using the DocumentsCorePack connector to generate and process documents in a flow: https://www.youtube.com/watch?v=tUG10goIbzE
- Free trial of DocumentsCorePack: Get DocumentsCorePack from AppSource