Power Automate post-configuration guide

On this page

• Verify a custom connector
• Troubleshooting
  • No custom connector
  • Failed triggers after registering a connector
  • Failed triggers after enabling a workflow
• Next steps

In this guide, you will learn how to verify that the CluedIn custom connector has been created successfully.

Make sure that you have completed all of the actions described in Power Automate configuration guide.

This guide is for public CluedIn instances. If you have a zero-trust corporate environment, contact our CluedIn support at support@cluedin.com to configure workflows for your use case.

Prerequisites

• You need to have the System Administrator security role in the Power Automate environment.

Verify a custom connector

1. Open the Power Automate environment that you prepared during pre-configuration stage in Configure an environment, and then select Custom connectors.

   Alternatively, you can use the following link, but make sure you provide your environment ID: https://make.powerautomate.com/environments/<env-id>/connections/custom.

   You should see a custom connector with CluedIn logo.

   

2. Open the custom connector, and then go to the Definition tab.

3. Check the Triggers section. All items there should be marked with green checkboxes.

   

   If you see green checkboxes for all items, it means that the custom connector has been configured successfully. Now, you can start creating workflows in the Workflow module in CluedIn.

Troubleshooting

This section includes the description of errors that might appear after configuring the custom connector as well as remediation steps.

No custom connector

Place of error: Power Automate

If you do not see a custom CluedIn connector in your Power Automate environment, make sure you have the System Administrator security role in the Power Automate environment. If you have the required role and still see a blank page, do the following:

1. In CluedIn, go to Administration > Settings, and then scroll down to the Workflows section.

2. Select Delete Custom Connector.

3. Select Register Custom Connector.

4. Repeat the steps from the section above to verify that the connector has been created successfully.

5. If the issue has not been resolved, reach out to CluedIn support at support@cluedin.com.

Failed triggers after registering a connector

Place of error: Power Automate

If some triggers on the Definitions tab do not have the green checkmark, register the connector again as described in the previous section.

Failed triggers after enabling a workflow

Place of error: CluedIn

After you create a workflow in CluedIn, you need to enable it, and then check its Properties tab. If you see the following error, it means that the workflow is not running.

To fix this error, register the connector again as described in the previous section.

Next steps

Once you have verified that the CluedIn custom connector has been successfully configured, you can start creating workflows in the Workflow module in CluedIn.