In this Use Case we're going to create a BSI CRM lookup.
You require service owner rights in Nimbus to create the Power Automate Flow.
You require admin rights in BSI to create the API in BSI.
- A service is set up in Nimbus.
- A BSI instance is up and running.
🔍 Note: For more detals about custom configurations in BSI please refer to your BSI partner. Please note that Luware is not affiliated with BSI or their support. We use this CRM as an example. Screenshots may differ in your installation.
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Expose an API in BSI
In your BSI instance, you want to search for and expose customer data. You can do this by building an API.
|Login with your admin account and g o to the Interfaces > Customer Rest API and create your api under the API section. We will call it " Customer API ".
|Add an access Policy to the API and define your api key.
You only need a single endpoint that takes a phone number and returns the customer data.
Create it with and add the GET method to it.
Navigate back to the Customer REST Api.
Now create a New Interface to implement the endpoint.
|We name our interface "Read". Here is an overview of its implementation. You can add the elements from the library.
Add a REST Provider to the implementation and set the values as follows:
Define the response codes and messages.
For response code "200" return the interchange-payload in the message.
|Define the Outcomes.
Add the Customer entity to the element and add the fields you wish to return in the response.
Define the bindings as follows
✅ Run your interface to test it.
Please contact your BSI provider for more help.
Create the flow
Create your new caller identification flow in Power Automate.
Description & Settings
|Start with GetOnNewTasks and set it to your service(s).
|Add a new variable to the flow that should hold the apikey of your BSI Api.
Add a HTTP element to the flow and set it as follows:
Add a Parse JSON element to the flow.
Depending on what you return in the "Daten suchen" of your BSI Interface implementation, this might differ. In our example the returned data from the API has the following schema:
Add a Condition element to the flow and check on
If YES branch:
The phone number has been sucecssfully identified. We can now map the customer fields to the Nimbus fields.
Add a "UpdateTask" to the flow and map the fields accordingly.
If NO branch
Add a second Condition element to the flow and check on
If YES: The phone number has been found more than once in BSI. We can Update the Nimbus Task with a special message indicating that multiple contacts have been found.
If NO: No one has been found in BSI. We do not update anything.
✅ Now you are ready to see customer data in Nimbus.