Integration Activities

Office 365 Integration

For Outlook Integration procedure, refer to the Outlook Integration (Essential) section.

Office 365 Outlook – Send email

This activity sends an email through Office 365 to selected email addresses. A connection must first be configured to Microsoft Office 365 – Outlook from Workflow to use this activity. The email content, recipients (including CC and BCC recipients), and email attachments can be specified.

Twilio Integration

For Twilio Integration procedure, refer to the Twilio Integration (Premier) section.

Twilio send message

This activity sends an SMS message from a Twilio account to a specified number. To use this activity, a connection must be configured to Twilio.

CM.com Integration

For CM.com Integration procedure, refer to the CM.com Integration (Premier) section.

CM.com send message

This activity sends an SMS message from a CM.com account to a specified number. A connection must be configured to CM.com to use this activity.

OpenAI Assistants Integration

For OpenAI Assistants Integration procedure, refer to the OpenAI Assistant Integration (Premier) section.

ChatGPT

For an existing OpenAI connection, this activity can send a message to the ChatGPT chatbot and receive a response. The message to be sent and the model to interpret the message are input values to the activity. For details on the supported model options, refer to the OpenAI documentation. The activity returns the response as a string; the full response is in JSON format.

To use this activity, a connection must be configured to OpenAI.

OpenAI Assistants

This activity enables the workflow to use the OpenAI Assistants API to build an artificial intelligence (AI) assistant into your workflow. It allows instructions to be sent to the AI, as well as requests which the AI assistant responds to. For more details, refer to the OpenAI Assistants API documentation.

To use this activity, a connection must be configured to OpenAI.

OpenAI Text-to-speech

This activity plays a message using one of the OpenAI text-to-speech voices. If the speech is collected from the caller, it will wait for the user to respond and return the response from the user in the activity response output variable.

OpenAI Speech-to-text

This activity transcribes an audio file and has the ability to translate the audio file into OpenAI supported languages. For more details, refer the OpenAI documentation.

Microsoft Graph Integration

For Microsoft Graph Integration procedure, refer to the Microsoft Graph Integration (Premier) section.

Teams find user

This activity can be used for an existing Microsoft Graph API connection to look up a user defined on the Microsoft Azure system. A filter is passed to the activity as an input value to provide search details for the user, such as mail ID or User Principal Name. If a user is found matching the provided filter, the activity returns a JSON-formatted response with the user’s details.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

Teams presence

For an existing Microsoft Graph API connection, this activity can be used to set, retrieve or clear the presence of a user defined on the Microsoft Azure system. The user’s ID is an input value to the activity, along with an action value indicating Set, Get or Clear presence. If Set presence is requested, the formatted body of the request must also be provided to the activity to specify the presence value, as shown below:

{

"sessionId": "22553876-f5ab-4529-bffb-cfe50aa89f87",

"availability": "Available",

"activity": "Available",

"expirationDuration": "PT1H"

}

Refer to the Microsoft Graph REST API documentation for details on the options for setting presence.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

Send message to MS Teams channel

For an existing Microsoft Graph API connection, this activity can be used to send a message to an existing channel (or conversation) for a team. The Team ID, Channel Name, and Message content are input values to the activity. The Message must be sent in JSON format. An example is shown below:

{

"body": {

"content": "Hello World"

}

Refer to the Microsoft Graph REST API documentation for additional details.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

OneDrive - File upload

This activity uploads a file to a specified location on One Drive.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

OneDrive - Get file contents

This activity allows the workflow to retrieve the contents of a .pdf, .txt, or .docx file that exists on a One Drive account.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

Excel get table rows

This activity allows the workflow to retrieve data from a table in an Excel workbook.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

Excel add, update or delete table rows

This activity allows the workflow to add, update or delete data in a table defined in an Excel workbook.

For Azure permissions, refer to the Microsoft Azure Integration section.

A connection must be configured to Microsoft Graph API to use this activity.

Get calendar availability

This activity looks up a specific date and time period on the user's calendar in the Microsoft Azure system to determine if the user is available. If the user is not available, alternate times can be returned.

For Azure permissions, refer to the Microsoft Azure Integration section.

Set calendar event

This activity sets a new event in the user's calendar on the Microsoft Azure system for a specific date and time period.

For Azure permissions, refer to the Microsoft Azure Integration section.

Google Integration

For Google Integration procedure, refer to the OpenAI Assistant Integration (Premier) section.

Google Drive - File upload

This activity uploads a file from a shared URL to a location specified on a Google Drive.

Google Drive - Get file contents

This activity returns the contents of any selected files that exist in a Google Drive account. The supported files are .pdf, .txt or .docx.

Salesforce Integration

For Salesforce Integration procedure, refer to the Salesforce Integration (Premier) section.

Salesforce create, update or delete record

This activity allows the workflow to create, update, or delete a record from a Salesforce database. The record type, record ID, and request information are specified in the activity.

To use this activity, a connection must be configured to Salesforce.

Salesforce query SOQL

This activity enables access to the Salesforce Object Query Language (SOQL) from the workflow. This allows Salesforce data to be searched for specific information, similar to the SELECT statement in SQL. For more details, refer to the Salesforce Object Query Language documentation.

To use this activity, a connection must be configured to Salesforce.

Salesforce get record field values

This activity allows the workflow to retrieve field values for specific Salesforce data. The record ID of the data, along with the fields to be retrieved, is specified.

To use this activity, a connection must be configured to Salesforce.

Google Gemini Integration

For Gemini Integration procedure, refer to the Google Gemini Integration (Premier) section

Google Gemini

This activity enables the workflow to use the Google Gemini artificial intelligence chatbot. It provides an easy-to-use interface where instructions can be sent to the chatbot, along with a message. The output of the activity is the response from the chatbot.

To use this activity, a connection must be configured to Google Gemini.

Anthropic Integration

For Anthropic Integration procedure, refer to the Anthropic Integration (Premier) section.

Anthropic Claude

This activity enables the workflow to use the next-generation artificial intelligence (AI) assistant Claude from Anthropic. It provides an easy-to-use interface where instructions can be sent to the AI, along with a message. The output of the activity is the response from the AI assistant.

To use this activity, a connection must be configured to Anthropic.

Jira Integration

For JIRA Cloud Integration procedure, refer to the Jira Cloud Integration (Premier) section.

Jira add issue comment

This activity adds a comment to an existing Jira issue

Jira create issue

This activity creates a new Jira issue in the indicated project with the provided summary and description. The issue can be assigned to a Jira user, and a custom field can also be set.

Jira get issue

This activity retrieves an issue from Jira

Jira update issue

This activity updates the summary and description for an existing Jira issue.