Traction Guest integrates with Microsoft Power Automate to perform certain actions based on four triggers:
When a guest signs in
When a guest signs out
When a guest is invited
When a guest triggers a watchlist
This can be a powerful tool to send information through Traction Guest and into an integration supported through the Microsoft Suite. This article will walk through how to create a new flow from scratch and also how to create a Microsoft Teams integration to send hosts notifications of their guest's arrival.
Note: The Power Automate Integration is currently only available to customers based in our US datacenter with a Power Automate Premium license.
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Setting up a new Power Automate Flow
To create a flow, click on the Power Automate button in the Office 365 suite. It can be found in the list of apps in the top-right corner.
Once logged in, you’ll be brought to the Power Automate main screen. In the left menu-bar, click on ‘My flows’> + New Flow > Automated Cloud Flow.
Name your Flow however you’d like, then choose one of the four actions that will trigger the flow to run:
You can then create a flow starting from your chosen trigger. Click +New Step to add a new action, then choose the connections and actions that will fit your needs.
The section below walks through an example of how this can be set up for a Microsoft Teams Integration
How to send hosts a Microsoft Teams notification through the Sign-in Trigger
The most common use-case for the Power Automate integration is to send hosts a Microsoft Teams notification alerting them when their visitor has completed a sign-in on the iPad.
Start by creating a new flow in power automate: My Flows > + New Flow > Automated Cloud Flow.
In the pop-up window, type any flow name (eg. Microsoft Teams Host Notification) and search ‘Traction Guest’ as the flow’s trigger. Then, select “When a guest signs in”.
Hit “Create” to open the editor window.
Edit your flow
When you create this flow, you’ll need to log into your Traction Guest account to authenticate it. Once this is done you will see a “+New Step” option that will allow you to add your next action.
After adding the “+New Step” you’ll be given a list of connectors or actions. These will help determine what happens when the flow is triggered by a guest sign-in. In this case, we’ll search for the Microsoft Teams connector.
You’ll then be given a list of actions that you would like this connector to carry out. In this case we’re looking to notify a Host after a guest has signed in through Traction Guest, so scroll down and select “Post a message as the Flow bot to a user (preview)":
You will then see the three fields that you can configure for the Teams message: Recipient, Message, and Headline.
When you click into one of those fields, you will be given a list of Dynamic Content from Traction Guest to work with (eg. Host email, first name, last name, etc.). When added into your Teams notifications, these values will be populated by its corresponding data point collected during the iPad sign-in.
Recipient Field
Click the Recipient field, then search and select ‘Host email’ in the Dynamic Content menu that opens to the right. This instructs Teams to send a notification to the host selected on the iPad. It will use the host's email to identify the correct recipient.
You will now see a field labelled ‘Select an output from previous steps’ with the ‘hosts’ value populated.
Next, click on the ‘Post a message as the Flow bot to a user’ message to re-open the editor.
Headline and Message
You can populate the Headline and Message field with any custom text to fit your use-case. Additionally, you can add any available Dynamic Content fields alongside the text you’ve written out yourself. These fields will make up the content of the notification that your hosts receive. Most commonly, headlines are populated with a message similar to: “Your guest, [Guest first name] [Guest last name'] has arrived!
The screenshot below shows this headline alongside a message which includes Dynamic Content such as host name, guest name, and guest company:
Once you're happy with the headline and message, click Save near the bottom of the screen to complete your flow.
Note: Your flow can be edited at any time.
Testing your Flow
You can test your flow by clicking the ‘Test’ icon in the top right-hand corner. Then, select ‘Manually’ > ‘Test’. Your flow will then wait for you to complete a sign-in on the iPad and inform you whether the test passed or failed.
A successful Teams notification will look similar to this:
