Integrate Greenhouse Data into Automated Tasks with Power Automate

Power Automate (Microsoft Flow) is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Greenhouse data for visualizations, dashboards, and more. This article shows how to connect to Connect Server from Power Automate and integrate live Greenhouse data into your workflows and tasks.

CData Connect Server provides a pure SQL interface for Greenhouse, allowing you to easily integrate with live Greenhouse data in Power Automate — without replicating the data. CData Connect Server looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Greenhouse, leveraging server-side processing to quickly return Greenhouse data.

Create a Virtual SQL Database for Greenhouse Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Greenhouse" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Greenhouse.

   You need an API key to connect to Greenhouse. To create an API key, follow the steps below:

   1. Click the Configure icon in the navigation bar and locate Dev Center on the left.
   2. Select API Credential Management.
   3. Click Create New API Key.
   • Set "API Type" to Harvest.
   • Set "Partner" to custom.
   • Optionally, provide a description.
   4. Proceed to Manage permissions and select the appropriate permissions based on the resources you want to access through the driver.
   5. Copy the created key and set APIKey to that value.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to CData Connect Server

To use Connect Server to integrate Greenhouse data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server
4. In the connection wizard:
   
   
   • Set Authentication Type to "SQL Server Authentication"
   • Set SQL server name to the address of your Connect Server instance (connect_server_url)
   • Set SQL database name to the name of the virtual Greenhouse database you created earlier (like greenhousedb)
   • Set the Username and Password and click Create

Integrating Greenhouse Data into Power Automate Tasks

With the connection to Connect Server configured, you are ready to integrate live Greenhouse data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Server connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
5. Configure any actions to follow and test, then save the flow

SQL Access to Greenhouse Data from Applications

Now you have a direct connection to live Greenhouse data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Greenhouse data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.

Related Power Automate Articles

This article walks through using CData Connect Server with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Greenhouse Data in Power Automate Desktop using CData Connect
• Greenhouse Data in Power Automate Desktop via ODBC