How to create a custom connector for Power Automate - NovaGL/coupa-resources GitHub Wiki

The following tutorial will explain how to connect to Coupa using a custom connector in Power Automate.

Coupa

Click Setup > OAuth2/OpenID Connect Clients
Create Client
Grant Type: Authorization Code
Name: A descriptive name such as “Power Automate Connector”
Redirect URIs: https://global.consent.azure-apim.net/redirect
Select relevant scope such as core.common.read

Power Automate

Click Data > Custom Connectors
Click New custom connector > Create from blank

General

Give it a descriptive name such as Coupa API
Upload an image such as the Coupa logo
Add a description eg
- RESTful API that provides robust access to read, edit, or integrate your data with the Coupa platform.
Add you instance url eg https://instance.coupahost.com

Security

Title	Result
Authentication type	OAuth 2.0

OAuth 2.0 Copy the following information from the Coupa OAuth client page

Title	Input
Identity Provider	Generic Oauth 2
Client id	Coupa Identifier
Client secret	Coupa secret
Authorization URL	https://instance.coupahost.com/oauth2/authorizations/new
Token URL	https://instance.coupahost.com/oauth2/token
Refresh URL	https://instance.coupahost.com/oauth2/token
Scope	Oidc Scopes without commas e.g core.common.read core.contracts.read

Definition

The definition screen is broken down into four main sections and two areas.

You have the choice of using the UI area which allows you to enter data into the four section individually

You can also the text editor which is called the Swagger editor to enter everything in one go.

Some sections are only be created in the UI or the Swagger editor

Actions

These are the web actions you want to perform (view all actions here https://instance.coupahost.com/api_docs/0)

The following is an example of how to get contracts

General

Summary	Description	Operation ID
Contracts - Get Contract by ID	Get Contract by ID	Contract_GET

Request

Click Import from sample

Verb	URL	Headers
`GET`	/api/contracts?return_object=limited&limit=1&offset=50&dir=desc	Accept application/json

This will fill in query and header elements that can be filled in when you run the follow.

Since some of them have predefined values we can fill them in prior

Eg click return_object > edit

Title	Input
Dropdown type	Static
Values	"shallow", "limited", "none"

Now click on Accept under Headers and press edit

Title	Input
Default value	application/json
Is required?	Yes
Visibility	Internal

Response This section is not required its useful however to fill it in as it allows future steps to have access to the response object

Click default > import from sample Paste in the body the response you get from postman

Triggers

This is not currently used in the Coupa API, but potential uses are polling for changes

References

If you have multiple actions that have similar objects in the request or response object you can reference them using the Swagger editor

Policies

Policies allow tasks to be automated an example would be to automate the addition of the Accept header.

Rather than changing each request individually we can create a policy to update all of them at once.

Title	Input
Name	Set ACCEPT Header
Template	Set HTTP Header
Operations	Leave blank as this will select all of them
Header name	Accept
Header value	application/json
Action if header exists	override
Run policy on	Request

Code

Not relevant to the Coupa API.

Test

Click Create Connector Click New connection Assuming you have entered everything correctly in the security screen it should open up a Coupa permission screen.

Press allow to enable the OAuth 2.0 connection from Power Automate to Coupa

If everything is done correctly in the definition screen pressing Test Operation should provide you with a list of contracts