How to Integrate Power Automate with Bold BI for Automated Alerts

Integrating Power Automate with Bold BI allows users to create automated workflows that can send alerts based on specific triggers. This guide outlines the steps to set up a workflow using webhooks for alerting purposes.

Set Up Power Automate

1. Log in to your Power Automate account.
2. Create a new flow by selecting Instant cloud flow.
3. Choose the trigger for your flow. In this case, select When an HTTP request is received.
   
   
4. Click the Create button to create the flow.
5. Click the created flow labeled “manual”.
6. Configure the flow parameters, including who can access the flow and the sample body. By default, the payload used for the scheduled webhook in Bold BI is provided.
   
   

{
   "type": "object",
   "properties": {
       "DashboardId": {
           "type": "string"
       },
       "DashboardName": {
           "type": "string"
       },
       "ExportFormat": {
           "type": "string"
       },
       "Message": {
           "type": "string"
       },
       "ScheduleId": {
           "type": "string"
       },
       "ScheduleName": {
           "type": "string"
       }
   }
} 

7. Click the plus icon to create an action.
   
   
8. Choose the action you want to execute when the flow is triggered. For this example, select Send an email notification (v3).
   
   
9. Configure the parameters, including the recipient address for the email notification.
   
   

Subject: "Report: @{triggerOutputs()?['body']['DashboardName']} - @{triggerOutputs()?['body']['ExportFormat']}"

Body: 

Hello,

Here is the requested information:

Dashboard ID: @{triggerOutputs()?['body']['DashboardId']}
Dashboard Name: @{triggerOutputs()?['body']['DashboardName']}
Export Format: @{triggerOutputs()?['body']['ExportFormat']}
Message: @{triggerOutputs()?['body']['Message']}
Schedule ID: @{triggerOutputs()?['body']['ScheduleId']}
Schedule Name: @{triggerOutputs()?['body']['ScheduleName']}

Best regards,
Your Team 

7. Save the flow and action by clicking the save icon at the top.
   
   
8. Once saved, click on the flow to obtain the webhook trigger URL.
9. Copy the generated URL for the HTTP request trigger; this will be used in the Bold BI webhook configuration.
   
   

Steps to Create a Webhook Using the Power Automate URL

1. Follow the steps shared in the Bold BI help document to create a webhook: Manage Webhooks.
2. For the webhook URL, use the URL generated in the Power Automate flow.
3. Once the webhook is created, it can be used in a schedule by referring to the steps outlined here: Manage Schedules.
4. After setting up, you can run the schedule on-demand to confirm the trigger, and the schedule will also run automatically at the configured time.
   
   

Additional References

• Bold BI Documentation
• Power Automate Documentation