This document provides a comprehensive, step-by-step guide for integrating Microsoft Power Automate with Naverisk.
You will learn how to configure the necessary Power Automate connector and Naverisk's email integration to enable the automatic creation of support tickets.
Configuring Power Automate within Naverisk
Generate a Power Automate key
1. Navigate to Settings → Power Automate
2. Click on New to create a new Application Key, once the key appears, the Integration Status will be changed to Enabled. Then click on Save
NOTE: Every time a new key is created in Naverisk, it will also need to be updated in Power Automate
Configuring Power Automate email integration
1. Go to Settings → Email Integration
2. Click on New Email Integration Rule
3. Enter a rule name and fill out all mandatory fields, make sure to set the Integration Type to Power Automate
4. Click on Save, and click Save again on the Email Integration page
Configuring Naverisk in Power Automate
Create your Naverisk Connector
1. Access the Naverisk Power Automate APIs via this link: https://trial1.naverisk.com/swagger/ (change the URL to the applicable test server).
The API Docs URL is used to create the Naverisk connector
2. Copy the API Docs URL and paste it into the browser URL section, then press Enter
3. Press Ctrl + A to select all the info on the page, then copy and paste it into a new note in Notepad. Then save it in a .json format
4. Log into your Power Automate environment with your credentials
- URL: https://make.powerautomate.com/
Note: If the Power Automate page appears blank, remove any extra parts from the URL that may have been added automatically.
5. Click on “Custom connectors” (if it’s not listed there, click on More)
6. Click on + New custom connector
7. Click on Import an OpenAPI file
8. Enter a Connector name and import the .json file saved from the Naverisk API Docs URL, then click on Continue.
9. You can upload the following connect icon by clicking on Upload
Icon:
10. Enter a description that is at least 30 characters; otherwise, there will be issues when trying to connect. Then, click on Security at the bottom of the page
11. In the Authentication type dropdown, select API key
12. Under API Key, enter a Parameter label (it can be anything).
Under the Parameter name, you must enter the following, as it is the identifier used within Naverisk. Ensure that it matches exactly and is case-sensitive.
X-Client-Application-Key
Then click on Definition
NOTE: The APIs have pulled everything across to Power Automate under Actions.
13. Now, click on Create connector
Troubleshooting: If the connector fails to be created, it's often due to an issue with the OpenAPI file, such as a malformed or incorrect API definition. Double-check the JSON file and your Naverisk API Docs URL.
Set up your Email connection
1. Click on Connections
2. Click on New connection
3. Select an email service from the list (tip: you can use the Search bar on the top right)
4. A pop-up will appear explaining what the service you have selected does, click on Create
5. Enter your email credentials and complete the login process
Set up your Power Automate flow
1. Click on My flows
2. Click on New flow, then Automated cloud flow
3. Enter a flow name, then in the search box type Outlook and click on ‘When a new email arrives (V3)’
Click on Create
4. Select the flow on the board and see that a tab on the left will open. See that it will pick up the email account used for login.
Click on Change connection and select the connection you have created.
5. Click on the '+' in the board
6. Select AI Builder
7. Click on Analyze sentiment
8. Set the Language to English and click on the lightning icon from the Text field
9. Select the Body option
10. Click on the '+' sign and search for Naverisk. Then click on Create ticket from email with sentiment
11. Go to Naverisk (on another browser tab) → Settings → Power Automate, copy the Application Key and paste it in the Power Automate create connection tab
Enter a connection name and click on Create new
12. In the Parameters, enter the info below using the thunderbolt icon that pops up when selecting the text field.
Request/subject: Subject
Request/body: Body
Request/fromAddress: From
Request/toAddress: To
Request/receivedDate: Received Time
The X-Client-Id is the same Naverisk Client ID against which the Power Automate Integration is defined.
Then, in Advanced Parameters, click on Show All
13. Enter the info below using the thunderbolt icon that pops up when selecting the text field.
Request/ccAddress: CC
Request/overallSentiment: Overall text sentiment
Request/overallProbabilityPositive: Probability overall text is positive
Request/overallProbabilityNegative: Probability overall text is negative
Request/overallProbabilityNeutral: Probability overall text is neutral
14. If the action you are working on was automatically added to a For each section, drag the action to the '+' below Analyze sentiment
Then, click on the For each box, click on the three-dot menu, and click on Delete
15. Click on Save
16. Click on Back
17. Click on My flows
18. If there are flows not greyed out, deactivate them so they don’t interfere with your testing. Click on the three-dot menu of the flow and then click on Turn Off (DO NOT touch the ‘Copilot - Create Ticket - Naverisk’ flow, leave it ON)
19. Click on the three-dot menu of the flow you are testing, and click on Run History
This is where you can monitor the flows that have been run.
20. Go to Outlook, and send a new email to the email address used in the Naverisk Email Integration: emailintegrationqa@naverisk.com
21. Back in Power Automate, the history should be populated (refresh the page if needed)