How to Access Live HubDB Data in Power Automate Desktop via ODBC

The CData ODBC Driver for HubDB enables you to access live HubDB data in workflow automation tools like Power Automate. This article shows how to integrate HubDB data into a simple workflow, moving HubDB data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live HubDB data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to HubDB, the driver pushes supported SQL operations, like filters and aggregations, directly to HubDB and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to HubDB as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.

Using a Custom OAuth App

AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

Follow the steps below to register an application and obtain the OAuth client credentials:

1. Log into your HubSpot app developer account.
   • Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
2. On the developer account home page, click the Apps tab.
3. Click Create app.
4. On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
5. On the Auth tab, supply a callback URL in the "Redirect URLs" box.
   • If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
   • If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
6. Click Create App. HubSpot then generates the application, along with its associated credentials.
7. On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.

8. Under Scopes, select any scopes you need for your application's intended functionality.

   A minimum of the following scopes is required to access tables:

   • hubdb
   • oauth
   • crm.objects.owners.read
9. Click Save changes.
10. Install the application into a production portal with access to the features that are required by the integration.
    • Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
    • Navigate to the copied link in your browser. Select a standard account in which to install the application.
    • Click Connect app. You can close the resulting tab.

Using a Private App

To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."

You can generate a private application token by following the steps below:

1. In your HubDB account, click the settings icon (the gear) in the main navigation bar.
2. In the left sidebar menu, navigate to Integrations > Private Apps.
3. Click Create private app.
4. On the Basic Info tab, configure the details of your application (name, logo, and description).
5. On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
6. A minimum of hubdb and crm.objects.owners.read is required to access tables.
7. After you are done configuring your application, click Create app in the top right.
8. Review the info about your application's access token, click Continue creating, and then Show token.
9. Click Copy to copy the private application token.

To connect, set PrivateAppToken to the private application token you retrieved.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate HubDB Data into Power Automate Workflows

After configuring the DSN for HubDB, you are ready to integrate HubDB data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to HubDB, query HubDB using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

• Connection string: DSN=CData HubDB Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM NorthwindProducts

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move HubDB data into a CSV file.

With the CData ODBC Driver for HubDB, you get live connectivity to HubDB data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using the CData ODBC Driver for HubDB with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• HubDB Data in Power Automate Desktop using CData Connect
• HubDB Data in Power Automate (Online) using CData Connect