Flow Actions can be executed after Nimbus Trigger Events occurred within your Flow, or after any other Power Automate trigger of your choice. Nimbus flow actions are used to creating or manipulate:
- Tasks
- Scheduler Entries
- Address Books
(Note: Action names are subject to change)
INC Power Automate Preconditions
PRECONDITIONS
☝External licensing costs
A Microsoft Power Automate subscription with "Premium Tier" license is required to set up the necessary connectors in your Flows. Note that the pricing for these accounts is determined by Microsoft and outside of your Luware subscription.
☝Nimbus Licensing
Licensing: To use the Power Automate integration, at least one of your Nimbus services must be Enterprise Routing or Contact Center licensed. Additional licenses can be assigned via License Management in the Administration UI.
Configuration: Flow interaction requires an existing Nimbus service already provisioned on your tenant. Power Automate Trigger Events react to Workflow Activities in your currently running Nimbus Workflows – as defined in your Modality Service Settings. If your service has no (valid) workflow defined, trigger events will not be recognized.
☝User Roles
You need either Team Owner or Administrator in Nimbus to set up Power Automate Flows. Check that your currently logged-in user account has one of the required Nimbus Power Automate Roles.
💡Tip: To keep impacts and licensing cost to a minimum we recommend setting up flows as a Tenant Administrator as you have full access to all services and their configuration items located within their respective Organization Units. This also reduces the risk that Flow Actions and related Trigger Events suddenly stop working, as Nimbus Configuration entities, permissions or related user roles change.
Learn more about this…
The same user account UPN you use in Microsoft Flow is matched with the according User Role granted via Nimbus User Administration. Nimbus data is filtered via the Organization Unit placement of your logged-in user account. In effect, Services and Users outside of this OU placement are (not) shown in Flow Actions and Trigger Events to prevent accidental manipulation.
The following table will give you a brief overview on which Nimbus User Role can manage Power Automate flows:
| Nimbus User Role | Notes on Flow access |
|---|---|
| Partner Admin | ❌ Cannot use triggers for services in the customer tenant with his own account. Also have limited visibility on live-data. |
| OU Admin |
☝ Can access the connector, but is not recommended to manage live call-data with, as the view on services and user data is restricted by Organization Units. If the Admin role is moved or deprecated, flows may cease to function correctly.
💡This role is primarily meant for assisting on configuration tasks, e.g. managing flow-related Address Books and Workflows. |
| Tenant Admin |
✅ Recommended!
|
| Team / Service Owner |
☝ Usable, but limited access to data entities within Organization Unit rules of user account (reading up the path rule):
|
| Supervisor / User | ❌ Have no access to the connector itself or any related configuration items and service settings. |
🔎 Refer to Power Automate Roles for more details.
INC Power Automate Connector Deprecation Notice
☝ Deprecation notice: With the new (store-certified) Nimbus Power Automate Connector there are changes on Flow Actions, Triggers as well as Field and Event descriptors which require a Connector Migration.
✅ If you are using a deprecated (manually installed) connector you should perform a Connector Migration as soon as possible.
Learn more…
🤔 Why are contents on the Knowledge Base still showing old connector info? As Microsoft still changes the design / naming on Power Automate rather frequently and without notice, we shift our approach to be more “In-App” centric. This means that future connector updates will include guidance and in-app help as far as the Flow UI allows. Legacy Connector Knowledge Base contents will remain online for future reference, e.g. to perform a Connector Migration and comparison.
🤔 Why is the new verified Connector still shown as “Preview”? The Luware Nimbus certified connector and related Flow Actions are ready for productive use. Microsoft will remove this tag once the connector has seen frequent use on Microsoft official clusters, primarily after meeting their “General Availability” criteria.
🤔Why is Use Case XY is not covered in the new Connector (yet)? Our Knowledge Base will gradually move existing Power Automate Use Cases over to the new certified connector. If you require assistance on our existing Power Automate Use Cases, first check the Connector Migration page for hints. You can also contact Customer Success to request updates to Knowledge Base pages.
List of Flow Actions
Update Task
Flow Action: Update Task
⌛Legacy Name: AddorUpdateTask
Allows to update any task (e.g. Outbound, External) from any modality that has previously been created. Updates the Customer Information of a Task.
- The task must be identified via it's Task ID
- Use this to query and add additional context to a task in Nimbus.
- Fields retrieved with this action can be configured via Extension Service Settings, e.g. to be shown via My Sessions or Attendant Console UI or used in Conversation Context.
| Field | Description |
|---|---|
|
Nimbus Read Only
|
These fields are stored by Nimbus as system data. They can be used read-only within other fields or directly displayed in the Nimbus UI as further described under System Fields and Parameters. |
|
Nimbus Read/Write Fields
|
All fields with information on the customer. Refer to System Fields and Parameters for more details on where these fields can be displayed. 🔎Using a Mobile phone numberTo update or add a mobile phone number of a calling customer, specify the “Mobile” field name and apply the according phone number from your directory.  Analogous to this you can update other fields too, e.g. Business Phone, Private Phone, Private Line. |
|
Customer.CustomFields (name/value, n-tuple)
|
Additional fields to add 💡 To select the specific field in this data object, replace <Name> by a fieldname of your choice.
|
|
Custom Context Parameters  |
Parameters are placeholders for values stored by Nimbus. Custom Parameters can be created via Configuration > Parameters.
💡Parameters created in the Nimbus UI can have default values which can be overwritten with this field, and then further handled within Workflows, e.g. in a “Collect Information”
👆 Note that in Microsoft Flow these parameter names need to be entered manually.
🔎For examples on custom parameters during ongoing Workflows, refer to: |
|
Preferred Users (list, n-tuple) (🔎►)
|
Contact Center - Requires Contact Center users and service licensing to access preferred routing Nimbus Features. 🔎Preferred User NotesUsed to pool users for the "Preferred User Routing" option, enabled within Distribution Policies.
🔎 Also refer to: Use Case - Set Preferred Agent from CRM |
INC Parameter Size Limitations
Parameter Field Size Limitations
Please note both User Custom-created Parameters and Nimbus System Fields and Parameter fields underly size limitations. When exceeded, the Nimbus Power Automate Connector will return a 400 Bad Request.
Learn more…
| Area | Field | Limitation |
|---|---|---|
| Task | TaskID | 64 characters |
| Customer | Firstname | 64 characters |
| Lastname | 64 characters | |
| Displayname | 256 characters | |
| Company | 64 characters | |
| Department | 64 characters | |
| Jobtitle | 128 characters | |
| Streetaddress | 1024 characters | |
| Postcode | 40 characters | |
| City | 128 characters | |
| Country | 128 characters | |
| State | 128 characters | |
| PrimaryTelNumber | 32 characters | |
| Telnumbers | Telnumber Entry | not more than 10 |
| name | 64 characters | |
| value | 32 characters | |
| UPN | 128 characters | |
| IMAddress | 128 characters | |
| 128 characters | ||
| customFields | CustomField Entry | Not more than 20 |
| Name | 64 characters | |
| value | 1024 characters | |
| Parameters | customContextParameters | Not more than 50 |
| name | 64 characters | |
| value | 5120 | |
| Distribution Policies | Preferred Users Entry | Not more than 10 |
| UPN | 128 Characters | |
| Outbound Call | SchedulerEntry | Extensions Tenant Settings > Max scheduled Outbound Tasks per service |
| referenceId | 128 characters | |
| destination: | 128 characters | |
| distributionPriority | 16 characters | |
| serviceUpn | 128 characters | |
| customCallContextParameters | see above | |
| customer | see above | |
| External Task | externalTaskWriteDto |
Modalities Tenant Settings > Max concurrent External Tasks per service |
| serviceUpn | 128 characters | |
| customerIdentifier | 128 characters | |
| customer | see above | |
| distributionPriority | 16 characters | |
| preferredUsers | see above | |
| All IDs |
for example:
|
128 characters |
| Virtual Assistants Service Settings | dataType | 64 characters |
Outbound Calls
These actions refer to the Outbound Call feature.
Flow Action: Schedule a new outbound call
Schedules a new Outbound Call task with a given Due Date.
⌛Legacy Name: AddOrUpdateOutboundTask
Contact Center - Outbound flow action will be limited to Contact Center services with "Outbound Conversations" option enabled in their Modality Service Settings.
Limitations
- Federated outbound calls are not supported, the flow will return an error.
- Preferred user routing is currently not supported for outbound calls. Preferred users specified will be ignored and the task will be distributed according to the configured Distribution Policy.
- Note that this Task uses general Nimbus Outbound Call functionality, so the same technical limitations apply.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
|
Due Date Time (UTC)
|
Determines when the Outbound Call is put into the task queue.
💡If you want the call to be scheduled immediately, set a date close by to the current time, e.g. expression: 🔎 https://learn.microsoft.com/en-us/power-automate/minit/date-and-time-operations |
||||||
|
Destination
|
Examples:
|
||||||
|
Service UPN
|
Dropdown with Nimbus service Only Nimbus services with the Outbound Modality enabled in their Modality Service Settings will be listed here. Also see preconditions above.
|
||||||
|
Distribution Priority
|
INC Distribution Priority
When to select "Strict" or "Nothing Else" as priority?☝ “Strict” tasks will always be put on top of your queue. ☝"Nothing Else" tasks will only get distributed when your service queue is empty. Priority in other Nimbus areas
 |
||||||
|
Maximum Attempts
|
Attempts to reach the Nimbus user.
|
||||||
|
Attempt Timeout (in Seconds)
|
Timeout (intervals) between connection retries until → Maximum Attempts number is reached. | ||||||
|
Max Queue Time (in Seconds)
|
Maximum time allocated looking for a user in the queue.
Max Queue Time reached? → wait for Attempt Timeout → Check Maximum Attempts left? → Retry or abort. |
||||||
|
RONA Timeout (in Seconds)
|
Wait time ringing / until a user |
||||||
|
Reference ID
|
Informal ID, not to be mixed up with Nimbus “Scheduler Entry ID” or “Task ID”. ☝ Flow actions (Update Task, Scheduling) will always require the internal ID and not take the “Reference ID” |
||||||
|
Nimbus Read/Write Fields
|
Outbound Task Data Visibility
🔎 Also refer to: Use Case - Creating Nimbus Outbound Calls from a List of Scheduled Tasks |
||||||
|
Customer.CustomFields (name/value, n-tuple)
|
Additional fields to add 💡 To select a the specific field in this data object, replace <Name> by a fieldname of your choice.
|
Flow Action: Get all scheduler entries
Gets all outbound Tasks filtered by service specified. Returns task object and state.
⌛Legacy Names: Get all outbound tasks
| Field | Description |
|---|---|
| Service UPN |
Dropdown filtered by User Roles and Organization Units. Returned task state can be:
|
Flow Action: Update a scheduler entry
Updates an existing scheduled Outbound Task.
⌛Legacy Names: Get all outbound tasks
| Field | Description |
|---|---|
| Scheduler Entry ID |
Updates an existing (meaning: has an ID) Outbound Task. ☝ Outbound Task Update RulesTask parameters can be updated according to the following ruleset:
|
| Other fields | Fields are described and behaving identical to the → Update Task action. |
Flow Action: Remove a scheduler entry
Removes an existing scheduled Outbound Task.
⌛Legacy Name: RemoveOutboundTask
| Field | Description |
|---|---|
| Scheduler Entry ID |
Removes an existing (meaning: has an ID) Outbound Task. ☝ Note: Does only remove a task when not already "In Progress". Stopping such tasks can only be done via an Administrator in the Operations view and should only be done on exception, e.g. a stuck or misconfigured task. |
External Task
These actions refer to the External Task feature. The user point of view is described under External Task Handling.
Flow Action: Add a new external task
Allows to add External Tasks and configure Preferred Users for this task.
⌛Legacy Name: AddExternalTask
Contact Center - This action is only available for Contact Center licensed services and users with the External Task modality activated as part of their Nimbus Features. Users need the modality enabled in their General User Settings.
EXTERNAL TASK LIMITATIONS
- "Last Users" routing is ignored for the External Task modality, even if enabled in the Distribution Policy.
| Field | Description |
|---|---|
|
Customer Identifier
|
System Field - Not being shown anywhere, neither in the regular Nimbus app nor in the Nimbus Assistant.
Will be saved to CallerIdentifier.<ID> for historical reporting purposes. Can be used in Workflow Activities (e.g. Voice Message, Announcement, Save to Parameter).
Can be added as a “System Parameter ” via the Extensions Service Settings > My Sessions > Session Details and shown in the My Sessions page for any External Task.
|
|
PreferredUsers (list, n-tuple)
|
Preconditions
|
| Other fields | Fields are described and behaving identical to the → Update Task action. |
Flow Action: Remove an external task
⌛Legacy Name: RemoveExternalTask
| Field | Description |
|---|---|
| External Task ID |
Removes an existing External Task (meaning: has a Task ID). ☝ Can only remove a task before the "Connected" state. "Ongoing" tasks are not removable anymore. |
Address Books
These actions handle Address Books which are primarily used for Attendant Console search features.
Flow Action: Add a contact to an address book
Add a contact in an Nimbus Address Book.
⌛Legacy Name: AddOrUpdateContact
| Field | Description |
|---|---|
| Address Book | User Roles: Address Books in FlowsPower Automate Roles precondition: The visibility of Address books is limited by the Organization Units of the currently signed-in flow-user.
|
| Contact External ID |
☝External ID of User. Should be a unique ID in an external system to allow to identify the external source record.
|
|
Fields of contact to add or update:
|
All entries are strings unless stated otherwise. Refer to Use Case - Adding External Address Books via Power Automate on how to fill these fields.
|
| Contact Custom Fields |
You can define own Custom Fields to add to an Address Book contact. To select a specific field in this data object, replace <Name> by a field name of your choice.
|
INC Address Book Limitations
Address Book Field Size Limitations
Please note that Address Books fields underly size limitations. When exceeded, the Nimbus Power Automate Connector will return a 400 Bad Request.
Learn more…
| Area | Field | Limitation |
|---|---|---|
| Contact | ExternalId | 128 characters |
| Firstname | 64 characters | |
| Lastname | 64 characters | |
| Displayname | 256 characters | |
| Initials | 16 characters | |
| Company | 64 characters | |
| Department | 64 characters | |
| JobTitle | 128 characters | |
| UPN | 128 characters | |
| IMAddresses | IMAddress |
Maximum of 10 addresses 128 characters per address |
| Emails | EmailAddresses |
Maximum of 10 addresses 128 characters per address |
| PhoneNumbers |
Businessphones Mobilephones Homephones |
Maximum of 10 phone numbers (per type). 32 characters per phone number |
| Address | Adresses | Not more than 10 addresses |
| Street: | 1024 characters | |
| City: | 128 characters | |
| Country | 128 characters | |
| State | 128 characters | |
| Postal code | 40 characters | |
| CustomFields | Field array of name / value pairs. | Maximum of 20 custom fields |
| name | 64 characters | |
| value | 1024 characters |
Flow Action: Get contact(s) from an address book
Get all existing contacts in a Nimbus Address Book.
⌛Legacy Name: GetContacts
| Field | Description |
|---|---|
| Addressbook |
Selects the target Address Book. Returns an array of contacts with their External ID. Fields are described and behaving identical to the → “Add a contact to an address book” action. |
| External ID | External IDs of Users to retrieve. If no IDs are provided, all contacts are retrieved. |
Flow Action: Update a contact in an address book
Update an existing contacts in a Nimbus Address Book.
⌛Legacy Name: AddOrUpdateContact
| Field | Description |
|---|---|
| Addressbook | Selects the target Address Book. |
| External ID |
External IDs of User to update. ☝ Cannot be left blank. |
| Fields of contact to update |
All entries are strings unless stated otherwise. Fields are described and behaving identical to the → “Add a contact to an address book” action. |
Flow Action: Remove a contact from an address book
Update an existing contacts in a Nimbus Address Book.
⌛Legacy Name: RemoveContacts, ClearContacts
| Field | Description |
|---|---|
| Addressbook | Selects the target Address Book. |
| External IDs |
External IDs of Users to update. ☝ Cannot be left blank. Note: Removing contacts will also remove any remaining Notes that have been added by Attendant Console users. This action is irreversible as Nimbus does not create Address Book backups. |
Virtual Assistant
This action handles finished “Voice Transcription” data gathered from a concluded service session. Used as follow-up to the Trigger Event “When the virtual user assistant has an update”.
INC Beta Feature
This feature is in BETA status. Functionality, design, and scope may change significantly over time.
INC Upcoming Connector Feature
Upcoming Features / Ongoing Certification
🔜This feature is not yet part of the certified Nimbus Power Automate Connector. To test this functionality, you can manually download and install the latest upcoming (V1) connector as Custom Connector. However – once the functionality becomes officially available – you need to perform a manual Connector Migration of your flows.
Preconditions
- Virtual Assistant requires Voice Transcription to be enabled in the respective service's Virtual Assistants Service Settings.
- The use of this feature requires prior setup. Refer to Use Case - Setting Up Transcription.
Flow Action: Get Data from Virtual User Assistant
Return the complete transcription(s) of the same service session (TaskID as identifier)
| Parameters |
|
| Return |
|
|
TranscriptionData *(of the same ServiceSession) |
|
🔎 Related Info: Using this flow action you can parse and write outputs into any target, e.g. into a Teams Message or Email. Refer to Use Case - Analyzing a Transcript to see an example.