Microsoft Flow is a simple way to automate tasks across platforms. By choosing two platforms’ Microsoft connectors, like SharePoint and Dynamic Signal, a task flow between them can be created and automated.
What is a Flow?
A Flow comprises a trigger and an action. Once triggered, the Flow’s action will perform one or more tasks automatically, between the two platforms.
Create a Flow by:
- Choosing the connectors (i.e. SharePoint and Dynamic Signal).
- A connector is an API proxy that allows a service to communicate with Microsoft Flow. Both services in the Flow require a connector with Microsoft.
- Assigning a trigger and action to the Flow.
- A trigger is an event that begins a Flow.
- An action is a possible operation automated in the Flow.
Example Flow: SharePoint and Dynamic Signal
A simple, useful Flow is making a Dynamic Signal post whenever a SharePoint document is created or updated. Using the SharePoint and Dynamic Signal connectors, the following Flow can be built:
- a trigger when a SharePoint document is created.
- an action to create a Dynamic Signal post containing the SharePoint document.
To build a Flow between SharePoint and Dynamic Signal, perform the following procedure:
1. In Microsoft Flow, go to My flows and click +New.
2. Select automated. Search for and select the SharePoint connector.
3. Under the list of triggers, select When a file is created in a folder.
4. Specify the Address and Folder ID.
5. Click New step. Search for and Select the Dynamic Signal connector. Under the list of actions, select Create a post.
6. Complete the required fields for the Dynamic Signal post. The post’s content can be added dynamically from SharePoint, or static values of your choice.
7. Make sure your Flow is named and saved.
8. Test your Flow by clicking test. Select I’ll perform the trigger action. Follow the instructions to complete the test.