KanBo and Microsoft Power Automate integration: Installation and activation

Table of Contents

1. Prerequisites

Before You begin the installation, make sure the following prerequisites are made:

You have created an account with a Power Automate license and access to Your KanBo. This account will be seen in KanBo as one that performs the Power Automate flow actions.
You have received a set of unique URLs, a client ID, a client secret and a JSON file for the custom connector.
You have access to the KanBo app and are able to modify it’s appsettings.json configuration file
You are able and/or allowed to restart the KanBo app

2. Configuring the KanBo App

Open the appsettings.json configuration file of Your KanBo. Check if Your KanBo is loading the Oauth assemblies in the “assemblies” array:

"assemblies": [
{"Path": "KanBo.Oauth.dll"}
],

Add {“Path”: “KanBo.Oauth.dll”} if it’s missing from the array.

After confirming, add this to the “plugins” section in appsettings.json

{
    "type": "auth.oauth",
    "issuer": "mypaissuer",
    "children": [
     [
      "cert",
      {
       "type": "x509-store",
       "store-name": "my",
       "store-location": "currentuser",
       "key": "thumbprint",
       "value": "KANBO-THUMBPRINT",
       "valid-only": false
      }
     ]/*,
     {
      "type": "client",
      "id": "",
      "secret": "",
      "url": "https://brokerurl.com",
      "name": "KanBo Power Automate Integration",
      "scope": "kanbo.id security.* offline_access"
     }*/
    ]
   },

This section will receive more editing after restarting KanBo, but there are three sections that need editing before that.

Change the issuer:
```
"issuer": "mypaissuer",
```
We recommend to change “mypaissuer” to some other name (companynameissuer for example), but it is not a requirement.

Change the KANBO-THUMBPRINT:
```
"value": "KANBO-THUMBPRINT",
```
Here, You should You the same certificate thumbprint You are using in the rest of the KanBo appsettings.json (in the “auth-aad” package or the “webjobs” package for example).

Change the broker url:
```
https://brokerurl.com
```
Change the URL to the broker URL You have received from us (whilst keeping the https://)

Save the file and restart the KanBo application.

3. Creating an OAuth authorization

Generate values for Oauth Authorization after the app is restarted.
Head to a URL that will be structured like this:
```
https://mykanbourl.com/auth/issuer/newclient
```
Change “mykanbourl.com” to the URL Your KanBo uses and change “issuer” to the issuer You have set in the appsettings.json of Your KanBo in the previous step.

If everything has been done correctly, You should be presented with a text output that looks like this:

It is recommended to save the below output in full in case an issue arises, as to not generate a new section again.

Client config:
{
"id": "6fxxxxxxxxxxxxxxxxxxxxxxxxxxcf",
"secret": "JC1xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxaz4=",
"url": "https://return-url",
"name": "Some App"
}

OAuth2 config:

Client Id: 6fxxxxxxxxxxxxxxxxxxxxxxxxxxcf
Client Secret: rvDETxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxVScpGE
Authorization Url: https://mykanbourl.com/auth/issuer/code
Access token request url: https://mykanbourl.com/auth/issuer/token
Refresh token request url: https://mykanbourl.com/auth/issuer/token

OpenID Connect config:

Client Id: 6fxxxxxxxxxxxxxxxxxxxxxxxxxxcf
Client Secret: rvDETxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxVScpGE
Authority: https://mykanbourl.com/auth/issuer

There are two sections here that interest us.
The first one is the “Client config”. The “id” value and “secret” value need to be inserted into the appsettings.json of KanBo, making the final section look like this:

{
    "type": "auth.oauth",
    "issuer": "issuer",
    "children": [
     [
      "cert",
      {
       "type": "x509-store",
       "store-name": "my",
       "store-location": "currentuser",
       "key": "thumbprint",
       "value": "a2e1ffdb7038279aeeb468bb4f9fcd27",
       "valid-only": false
      }
     ],
     {
      "type": "client",
      "id": "6fxxxxxxxxxxxxxxxxxxxxxxxxxxcf",
      "secret": "JC1xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxaz4=",
      "url": "https://brokerurl.com",
      "name": "KanBo Power Automate Integration",
      "scope": "kanbo.id security.* offline_access"
     }
    ]
   },

Make sure You drop the /* */ comment delimeters

Restart the KanBo app

The second section, the “OAuth2 config” section is something that we need to receive from You to establish communication between Your KanBo and our Power Automate broker. For now, please continue with the article, as there will be one more piece of information You will need to send to us that You will create in the next step.

4. Creating the custom connector

Head to make.powerautomate.com and open the “Custom connectors” panel

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

Click on “New custom connector” in the top right and select “Import an OpenAPI file”
Choose the KanBoOpenAPIFlow.json file we have sent You

Check those values on the first page:
- Check if the “Host” section has the correct broker domain we have sent You
- Check if the “Base URL” has the correct issuer we have sent You (should be something like /yourcompany/api)
- Optionally (but recommended), change the custom connector icon and background color
After those are checked, move on to the security section

On the security page:
- Change the “Client ID” to the one You have received from us
- Change the “Client secret” to the one You have received from us
- Change the Authorization, Token, and Refresh URLs to the ones You have received from us.

Click on “Create connector” in the top right corner, after which You should see something like this:

The unique Redirect URL of Your custom connector has now been generated. Please use the clipboard icon to copy this URL.

5. Connecting the custom connector

Before continuing, please send us the following information:
- The “OAuth2 config” section You have generated before
- The Redirect URL of Your custom connector from the previous step
We will then insert those values into our Power Automate broker. Once done, we will inform You about it.

Create a connection between Power Automate and KanBo. Create a new flow with an action from the KanBo custom connector by following the screenshots below: