Part 3. Implement Flow #2

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Part 3. Implement Flow #2

 

This process implements the second flow workflow required to enable the CCH iFirm Integration.

 

Step

Instructions

Screenshot

1

Navigate to Flow.

 

https://flow.microsoft.com

 

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2

Click My Flows then Import.

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3

Downloaded Flow #2 here.

 

Then import the Flow (the zip file).

Do not extract the files, simply upload the entire zip.

 

Please wait while it loads the zip file.

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4

If the CCH Synch Step 2 Import Setup link is Create as new, click on the link and then Save. Then go to step 6.

 

If the link is Update, click the link.

importflow2-step4.1

 

OR

 

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5

Select Create as new from the Setup dropdown and click Save.

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6

Select the Connector by clicking Select during import.

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7

Select CCH iFirm and click Save.

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8

Select the Connection by clicking Select during import.

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9

Choose CCH iFirm and click Save.

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10

Once your screen looks like the example shown to the right, click Import.

 

This may take a minute, do not navigate away from the screen or refresh.

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11

When the package has been successfully imported, you will see a notification at the top of the page. Click Open Flow.

 

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12

Scroll down and expand POST each contact item to Step 2.

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13

Replace the Uri with the URL created in Flow #3 (step 42).

 

14

Scroll to the top and expand When a HTTP request is received.

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15

Copy the HTTP POST URL - you will need this when you come to implement Flow #1.

 

16

Click Update Flow.

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17

Click Done.

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*** PROCEDURE COMPLETE ***