KanBo and Microsoft Power Automate Integration: Activation

Table of Contents

Prerequisites

First off, the account You are using for this installation not only needs to be added to KanBo, but the actions performed by Power Automate will be seen as if they have been done by this user in KanBo.

You also need:

  1. A JSON Manifest for KanBo API
  2. Client ID and Client Secret for the custom connector

 

You should have received both of those from our support email support@kanboapp.com

Activation

  1. Visit make.powerautomate.com
  2. On the left panel, click on “Custom connectors”

If the option does not appear, click on More -> Discover all and You can find Custom connectors under the “Data” tab

  1. Click on “Import an OpenAPI file”
  1. On the first page, optionally (but recommended), upload an image and change the background color
  1. Click on “Security” in the bottom right corner
  2. In the Security page insert the Client ID and the Client Secret that were sent to You.
  3. Copy the Token URL into the Refresh URL
  4. It is VERY IMPORTANT that You copy the Redirect URL present on the bottom and send it to us at support@kanboapp.com
  1. After that, click on “Create connector” on the top”
  2. Now, we at KanBo need to make changes to our Power Automate broker with the Custom Connector Redirect URL that You have sent us. We will inform You when the changes are done, after which You can proceed with the activation.
  3. Last thing to do is to create a connection in Power Automate to KanBo. To do that, create a simple manual flow by clicking on Create -> Instant cloud flow -> Manually trigger a flow
  1. After that, add any KanBo action. To do that, click on a plus button -> Add an action -> Runtime -> Custom -> Your KanBo Custom Connector
  1. After selecting an action, You should be presented with this screen:

Click on “Sign in”, after which, enter the URL fo Your KanBo and later allow the application full access to KanBo as You.

If no issues were encountered, You have successfully activated the KanBo Custom Connector in Power Automate!

Learn more about available triggers and actions here

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