Automating Workflows With the Staffbase Connector for Power Automate

With the Staffbase connector for Power Automate you bridge the gap between different tools and systems and include the Staffbase platform in your automated workflows. Leverage the power of automated workflows that include your employee app or intranet to automate processes, run tasks on a schedule, or notify users as events take place.

Follow these steps to automate workflows with the Staffbase Connector:

1. Install the Staffbase connector 
2. Configure the Staffbase connector
3. Use the Staffbase connector in a workflow
4. Test the workflow

Installing the Staffbase Connector 

Staffbase provides different connectors based on the infrastructure on which your employee app or intranet is hosted. You can download the .zip file to Staffbase connector, here. The .zip file contains connector files to both infrastructures, select the one relevant for your infrastructure:

• Staffbase-US.swagger.json: The file for international infrastructure.
• Staffbase.swagger.json: The file for German infrastructure.

Prerequisites

• Permissions to create workflows in Power Automate
• Downloaded the respective Staffbase Connector to your local computer

1. In Power Automate, navigate to Data > Custom connectors.
2. Click + New custom connector dropdown menu.
   The dropdown menu for the New custom connector opens.
3. Select Import an OpenAPI file.
   The Create a custom connector dialog opens.
4. Set the connector name to Staffbase.
   
   
5. Click Import to select the connector file.
6. Click Continue.
   The connector settings page opens.
7. Click Create Connector.
   The Staffbase connector is installed and now you can configure the details of the connector.

Configuring the Staffbase Connector

Prerequisites

• You have the role of  Power Automate Administrator or a higher role in Microsoft 365.
• You have imported the Staffbase Connector to Power Automate.
  

1. In Power Automate, navigate to the Staffbase Connector.
2. Under the General tab, upload the icon available in the connector file.
3. Under the Security tab, select API Key from the Authentication type dropdown menu.
   
   
   
   
   Under the Definition tab, you can see the actions available to you. At the moment, the Staffbase Connector does not include triggers but you can use the triggers available in Power Automate.
4. Under the Test tab, click New connection.
5. Provide the API Key and click Create connection.
   
   The API key consists of two parts:

   • First part: Add the term Basic in front of the second part.
   • Second part: Add the API token you generated from the Staffbase Experience Studio.
   
6. Click Update Connector.
7. Select an operation from the Operations drop-down list, fill in the fields.
   This example uses the operation to get all the posts in a channel using the channel ID.
   
   
8. Click Test operation.
   
   You can find whether your test was successfully under the Response tab.
9. Click Update connector once the test response is successful.
   You have configured the Staffbase connector.
   

Setting up a Workflow With the Staffbase Connector

You can create workflows based on your business processes. In addition to using the Staffbase connector, you can use other connectors available in Power Automate to enrich your workflow and automate your business process.

Prerequisite

• You have a Power Automate license.

1. In Power Automate, navigate to Create.
   
   You can also modify an existing workflow to add Staffbase platform to the workflow.
2. Select one of the following to create a flow based on your business requirements:
   
   • Automated cloud flow
   • Instant cloud flow
   • Scheduled cloud flow
   A dialog based on the flow you selected opens.
   
   For detailed information on how to create these workflows, refer to Power Automate documentation.
3. Create a flow by selecting a trigger or by providing the details.
4. Click + New step to add steps to the workflow.
   The Choose an action dialog opens.
5. Search for Staffbase connector and select it.
   
6. Select an action from the Staffbase connector.
   
   Only predefined actions are available.
7. Similarly, you can create additional steps using other connectors.
   
   You can also create steps using other connectors before the step based on the Staffbase Connector.
8. Click Save.
   You have configured the workflow in Power Automate. 

Example:
In this workflow notifications via email and mobile are sent to users upon a form submission.

Testing Your Workflow

Test your workflow to ensure that the automated workflow runs as expected.

1. In Power Automate, navigate to My flows.
2. Click the flow you want to test.
   A new page with the flow details opens.
3. Click Edit at the top of the page.
   
   
4. Click Flowchecker to ensure that there are no errors or warnings in the workflow you created.
   
   
5. Click Test to test run the workflow.
   The Test Flow dialog opens.
6. Select I’ll perform the trigger action.
7. Click Test.
   The Run flow dialog opens.
8. Click Run flow.