In this use case, we want to use the Nimbus Power Automate Connector to retrieve caller information data that has been stored in a simple excel list. The scenario is as follows:
- Share a contact list with the team so that everybody can update the data.
- When a call comes in then populate the caller data from the contact list.
Overview of the Flow
Show a preview of the flow...
RELATED USE CASES
- If you want to integrate address books to the Attendant Console, then follow these instructions: Use Case - Adding external Address Books via Power Automate
- ☝ If your Excel sheet is very large this solutions could be too slow. Please try to replace the excel by a data storage with better performance such as Azure table storage as described here: Use Case - Connecting to Azure Table Storage inside a flow
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How-To Steps
Share the Excel List in Teams
- Create a simple excel contact list of download our sample data here CustomerCallerLookup.xlsx
- Make sure the data range is within a table in excel file (if not, select all columns and do Insert => Table).
- Upload it as a TAB with the name "Customer Lookup" on the teams channel of your service team:
- ✅ The upload will automatically store the excel file in sharepoint: https://your-tenantname.sharepoint.com/:x:/r/sites/SalesDemoCH so that you can work with it in your power automate flow!
Create the Flow
✅ Ensure that your service's workflow has a "Accept Conversation" Workflow Activity which starts the "GetOnNewTasks" Trigger Event.
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Start your flow with the a "GetOnNewTasks" Nimbus activity and select the Nimbus Service.
Look Up the Caller Number in the Excel List
✅ Add a excel "Get a row" component to the flow.
Choose your service, file, select the table and set the key column to key value to MicrosoftCallerId from the trigger element.
Update the Nimbus Task
✅ Map the fields from the excel list with the fields in the task. Use the following expressions for the calculated fields:
- Customer.DisplayName = concat(items('Get_a_row')?['Firstname'], ' ' ,items('Get_a_row')?['Lastname'])
Enable and test the flow.