Power Automate Use Cases

By using Power Automate flows you can greatly extend the interaction range of Nimbus. Here are some example use cases that showcase the use of related Trigger Events, showcasing how to use Flow Actions to show and manipulate System Fields and Parameters within your flows:

Limited Support on Use Case Scenarios

Use Case contents listed on this page have been created as examples. Please note:

Our documentation was created within the versions of 3rd party products (e.g. Salesforce, ZenDesk or other vendors) available to us. Your personal version or licensing type of 3rd party products may vary and change over time, resulting in limited or missing functionality.
Luware and Nimbus Support cannot guarantee that the example scenarios will work in every (future) customer scenario. Please consult with your 3rd party manufacturer if your product version supports the functions and interfaces mentioned in our Use Cases.
Luware and Nimbus Support does not cover integration setup and administrative scenarios with any external systems mentioned in the documentation (e.g. Salesforce, Zendesk, Microsoft Dynamics and other 3rd party manufacturers).
Luware does not provide support nor guarantee the executability of Use Cases in your environment.

→ Please ensure that you run your own internal testing before rolling out any large-scale integration into productive systems.

→ If you need further support for your Nimbus integration, please reach out to your account manager or customer success specialist.

On which topics can I get support on?

Nimbus MS Power Automate Connector troubleshooting
Troubleshooting on retrieval of and integration with Nimbus data fields (call context) and system parameters
Inquiries on improvements and feature requests
Feedback on our documentation (e.g corrections and updates)

Before you get started, ensure you are using MS Flow with a Nimbus user role that has Power Automate Permissions.

Name and Goal of the Use Case	_UCID
Use Case - Managing Caller Data in Sharepoint Lists	_{UC NIMB 002}
Use Case - Storing external CRM data in custom parameters	_{UC NIMB 008}
Use Case - Retrieving called Agent information from O365	_{UC NIMB 009}
Use Case - Caller Information from Graph	_{UC NIMB 010}
Use Case - Adding external Address Books via Power Automate	_{UC NIMB 013}
Use Case - Looking up phone numbers via Search.ch API	_{UC NIMB 014}
Use Case - Looking up caller data from a simple Excel list	_{UC NIMB 017}
Use Case - Creating a callback task for missed calls in Salesforce	_{UC NIMB 018}
Use Case - Connecting to Azure Table Storage inside a flow	_{UC NIMB 019}
Use Case - Updating a task for a known Contact in Salesforce	_{UC NIMB 020}
Use Case - Creating and opening a Salesforce-Task as Agent accepts a call	_{UC NIMB 021}
Use Case - Waiting for a parameter to be updated via Power Automate	_{UC NIMB 022}
Use Case - Forwarding Voicemails received in Nimbus to Email	_{UC NIMB 023}
Use Case - Working with Blacklists or Whitelists in Nimbus	_{UC NIMB 024}
Use Case - Creating an incident task in ServiceNow	_{UC NIMB 025}
Use Case - Creating a ServiceNow ticket based on user input	_{UC NIMB 027}
Use Case - Looking up a caller to open Dynamics 365 contact context	_{UC NIMB 029}
Use Case - Creating a callback task in Dynamics 365	_{UC NIMB 031}
Use Case - Connecting to OData via Postman	_{UC NIMB 032}
Use Case - Creating a custom settings page for a workflow	_{UC NIMB 033}
Use Case - Looking up caller information in HubSpot	_{UC NIMB 035}
Use Case - Looking up caller information from Zendesk	_{UC NIMB 036}
Use Case - Creating an IVR Ticket Service with Zendesk	_{UC NIMB 037}
Use Case - Creating a dynamic emergency message routing scenario	_{UC NIMB 038}
Use Case - Adding Custom Data to Luware Power BI Reports	_{UC NIMB 039}
Use Case - Planning After Call Work with Teams, Office and Nimbus	_{UC NIMB 040}
Use Case - Posting interactive custom adaptive cards to agents	_{UC NIMB 042}
Use Case - Transferring calls to an on-call agent from an excel list	_{UC NIMB 043}
Use Case - Extending the standard Power BI Report with IVR Choices	_{UC NIMB 044}
Use Case - Collecting data from customers in an automated IVR without agents	_{UC NIMB 045}
Use Case - Integrating a customer satisfaction survey with Nimbus	_{UC NIMB 046}
Use Case - Creating Tasks in Planner for all Nimbus Service Calls	_{UC NIMB 047}
Use Case - Building a properties management customer service with Nimbus, Teams and HubSpot	_{UC NIMB 051}
Use Case - Building a Priority Service in Enterprise Routing	_{UC NIMB 053}
Use Case - Creating Nimbus outbound calls from a list of scheduled tasks	_{UC NIMB 054}
Use Case - Creating a Dynamic IVR with TTS	_{UC NIMB 057}
Use Case - Showing a dynamic list of ticket links in Nimbus Assistant	_{UC NIMB 058}
Use Case - Using Save to Parameter activity to create custom triggers in the workflow	_{UC NIMB 059}
Use Case - Storing the Luware Recording link in a CRM	_{UC NIMB 060}
Use Case - Looking up caller information in BSI CRM	_{UC NIMB 061}
Use Case - Set preferred agent from CRM	_{UC NIMB 064}
How to use the "Save to Parameter" workflow activity	_{UC NIMB 066}
Use Case - Creating an External Task	_{UC NIMB 067}
Use Case - Answering a Dynamics Customer Voice survey within the IVR	_{UC NIMB 069}