How to get started with Power Automate.
Getting Started with Power Automate is a breeze. Just make sure you meet the Essential Requirements detailed below, and you’ll be able to create flows with the YakChat Connector right away.
Essential Requirements
You and/or your organization must have a standalone Power Apps or Power Automate plan license to take advantage of the YakChat Power Automate Connector. This is because our connector is a Power Automate Premium Connector.
You must also have registered for either a YakChat trial or have a fully licensed subscription of YakChat.Â
If you don’t have a license yet, check out our pricing page below:
YakChat Pricing Page
Get Started with Power Automate
In Power Automate, there are two ways you can incorporate YakChat:Â
1. By using a YakChat pre-made template, orÂ
2. By creating a unique flow
Option 1: Use a YakChat Pre-Made Template
Note:Â All of the templates we offer will soon be accessible for download and integration under the Power Automate ‘Templates’ section, although at present, Microsoft’s approval procedure may still be in progress. We’ve included an exported file for each template on the page below so that you can download and install the template into Power Automate, so that you can use the templates prior to approval.
Templates Page
To use one of our pre-made templates:
a)Â Open Power Automate Premium Edition
b)Â Select the Connectors tab on the left-hand side of the screen
c)Â Search for YakChat
d)Â Select the YakChat Premium Connector
e)Â Choose the template you’d like to use under the Templates Section
f)Â Select Create Flow
Power Automate Help Pages
Option 2: Create a Unique Flow
To create a unique flow using the YakChat Connector, you’ll need to know in detail how to use Microsoft Power Automate. We’ve provided an example below to get you started, but if you’re still unsure how to use Power Automate, please check out Microsoft’s Help Pages for support via the link below:
Power Automate Help Pages
We’ve also provided a video below, that runs through the below tutorial to get you started with Power Automate custom flows.
How to get started with Power Automate
2.1Â Create a Microsoft Dataverse Table
To begin with, you’ll need to create a Microsoft Dataverse Table in which you can store your texts. The following steps show you how.
a)Â Open Microsoft Power Apps
b)Â Select Dataverse on the left-hand side of the screen, then select Tables
c)Â Now select New table

d)Â Choose a display name, then change the primary column to Message
e)Â You’ll now need to add a further four columns. These columns are:Â
- Direction
- Â Time
- To Number, andÂ
- From NumberÂ
Ensure that the requirement setting is Business Required for all columns
Your Dataverse table is now ready to go.
2.2Â Flow Creation
a)Â Open Power Automate Premium Edition
b)Â Select Create on the left-side of the screen
c)Â Select Automated Cloud Flow


d)Â Choose a name such as Text Archive
e)Â Under the Choose your flow’s trigger bar, search for YakChat, and select When a message is received

f)Â Choose your desired number or the inbox in which you’d like to archive your texts. If you only have one YakChat number, select this one.
g)Â Now select New Step
h)Â Search for and choose the Microsoft Dataverse connector. Select Add a new row
i)Â Choose the Table that you created earlier by searching for the table by name
How to get started with Power Automate

j) You will now hould see a list of rows to fill in – Direction, Time, etc. To fill these in, you’ll need to click on each row, then select the corresponding Dynamic content for each row. For example, to fill in the Direction row, select that row and in the subsequent popup, select Direction. Do this for all columns.

k)Â Click Save
Important: The flow above archives inbound texts only. To archive your outbound texts as well, simply create a new flow and repeat the steps above, omitting step 1: Create a Microsoft Dataverse Table. Â
You’ll also need to change the trigger (Step 2.2 (e) above, in Flow Creation). Select When a message is sent instead of When a message is received.