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A BEGINNERS GUIDE TO CREATING
CUSTOM CONNECTORS FOR POWER
APPS AND POWER AUTOMATE
Eric Shupps | CTO, Apptigent | Microsoft MVP
Eric Shupps
Office Servers & Services MVP
@eshupps
sharepointcowboy
slideshare.net/eshupps
linkedin.com/in/eshupps
github.com/eshupps
AGENDA
•A bit of yappin’
•Lots of demoin’
•Some fancy boot scootin’
•Goin’ into town
YAPPIN’
COST
Avoid premium connectors or consolidate multiple
connectors into a single endpoint
FLEXIBILITY
Custom connectors can be adapted to suit various
scenarios and changing requirements
USABILITY
Complex syntax and action sequences can be
abstracted or greatly simplified for better productivity
and faster adoption
SUITABILITY
Support specific business scenarios, such as connecting
legacy backend systems or private cloud infrastructure
OPPORTUNITY
Action
Provides a visual “drag and drop”
component for users to interact with at
design time
Description
Appearance, target URL, scheme,
endpoint, and authentication method of
the connector
Definition
The actions, triggers, references and
policies that comprise the connector
functionality
API
The target system that performs the
actions specified in the definition and
returns results
FRAMEWORK
Title, version, host, base
path, schemes, and
input/output format of the
connector
Information
Individual operations
(endpoints) and their
visibility, headers, verbs,
response definitions, and
parameters
Actions
Timed (polling) or event-
driven (webhook) actions
Triggers
Reusable input and output
objects
References
Templates for modifying
runtime behavior
Policies
A
B
C
D
E
COMPONENTS
INFORMATION
• General information about the
connector
• Title
• Version
• Description
• Host
• Scheme
• Base Path
• Security Definition
• None
• Basic
• API Key
• Oauth 2.0
ACTIONS
• API endpoints
• HTTP method: GET, POST, PUT,
PATCH, DELETE, HEAD, OPTIONS
• Multiple methods supported in single
path
• Operation ID’s must be unique
within the scope of the definition
• Use tags for grouping operations
and samples to describe inputs
• Not currently supported in apps/flow
UI
TRIGGERS
• Leverages MS-specific OpenAPI
extensions to describe
automated actions
• Polling
• Pull model
• Periodically queries remote API for
new data
• Webhook
• Push model
• Calls app/flow API when system
events occur
• Beware the LOCATION header during
webhook creation (necessary for
later deletion)
REFERENCES
• Consolidate repetitive
inputs/outputs into definitions
(references) using the #ref tag
• Shared between actions and
triggers
• Read-only support in apps/flow
UI
• Create and manage in Swagger
editor
• Map to serializable (JSON)
objects in API
POLICIES
• Set of pre-defined templates for
user-configurable runtime
behavior changes
• Map variables
• Modify base URL
• Override operation paths and
methods
• Convert object types
• Set header values
• Change connector properties
API
• Any publicly accessible RESTful
service
• Azure functions
• Map routes, security and
methods to Swagger definition
• Leverage APIM to abstract URL’s
and authentication/authorization
• Process inputs (parameters) and
return outputs (definitions)
GET YER SWAGGER ON
The UI is limited in advanced
functionality, understanding the
OpenAPI specification and how to
properly construct a Swagger file is
a must.
TRIGGERS ARE FOR CLOSERS
Policies are difficult to construct
properly and very challenging to
debug. Get the basics down first
and deploy a functional connector
before tackling the hard stuff.
CORS, CORS, CORS
Test operations in the UI will fail if
CORS policy is not enabled on API
endpoint(s) – it’s a browser thing.
WHERE HAVE ALL THE #REFS GONE?
#ref elements simplify complex
definition files but they can’t be
created in the UI – drop to the
Swagger editor instead.
POLICIES FTW
The OpenAPI definition structure is
static but policies provide an
advanced level of runtime flexibility.
AUTH IS HARD
Don’t overcomplicate things in the
beginning. Start with simple
authentication then build up to
OAuth for more security.
GOTCHAS
DEMOIN’
CREATING A CUSTOM CONNECTOR FROM SCRATCH
(LIKE BISCUITS ONLY LESS FLUFFY AND BUTTERMILKY)
GETTIN’ FANCY
SCALING UP AND OUT WITH AZURE API MANAGEMENT
(PUTTIN’ SOME CATTLE ON YER RANCH)
PUTTING THE PIECES TOGETHER
17
Delivery Development
Consumption
Forwarding
Routing
Filtering
Throttling
Policies
Inbound
Outbound
Processing
Internal
External (Consumption
Tier)
Caching
Metrics
Alerts
Activity Logs
Monitoring
1 2
4 3
TRAFFIC MANAGEMENT
CREDENTIAL
MANAGEMENT
Token or key creation,
refresh and revocation
INTERACTION
User feedback, issue
reporting and endpoint
verification.
DOCUMENTATION
Expose API definition,
inputs, outputs and
examples.
SUBSCRIPTIONS
GOIN’ INTO TOWN
PUBLISHING CUSTOM CONNECTORS
(GETTIN’ YER BOOTS ON FOR A L’IL TWO-STEPPIN’)
Submit package via ISV studio,
provide instructions, test, revise
as needed, receive final approval
SUBMIT
Monitor status as solutions is
deployed to each geographic
region
ROLL OUT
Create and deploy custom
connector in your own tenant
CREATE
Download connector package
files using PACONN tool, modify
and re-package
PACKAGE
Branch Github repo, update
public folders with spec files,
submit PR
OPEN SOURCE
1 2 3 4 5
PUBLICATION
Create fully functional custom connector in your tenant
CREATE
Set production logos, colors, descriptions and security
method
CONFIGURE
Test all actions and environments (Power Apps, Flow, Logic
Apps)
TEST
Update specification with all references, definitions and
information
FINALIZE
CUSTOM CONNECTOR
01
Download and install Power Platform Connectors CLI
https://github.com/Microsoft/PowerPlatformConnectors/tree/master/tools/paconn-cli
CLI
02
apiDefinition.swagger.json - Update with final spec values and footer
apiProperties.json – Set security, branding and publisher values
settings.json - Modify connector ID only if updating existing submission
Modify Files
03
Run validation command to analyze package contents
paconn validate --api-def [Path to apiDefinition.swagger.json]
Validate Package
04
Customer-facing description and instructions.
Not part of the package but required for submission.
Create Intro.md
PACKAGE
Create a new submission and upload your
custom connector package
SUBMIT
Update connector based upon feedback
and re-submit
REVISE
Add your connector documentation to the public GitHub
repo and submit a PR
DOCUMENT
Create a new sandbox environment and re-
test all connector actions
TEST
1
2 3
4
ISV STUDIO
REFERENCES
• Github repo
• https://github.com/eshupps/Conversionator
• Custom connector overview and walkthroughs
• https://docs.microsoft.com/en-us/connectors/custom-connectors/
• Custom connector OpenAPI extensibility
• https://docs.microsoft.com/en-us/connectors/custom-connectors/openapi-extensions
• Custom connector connection parameters
• https://docs.microsoft.com/en-us/connectors/custom-connectors/connection-parameters
• Custom connector policy templates
• https://docs.microsoft.com/en-us/connectors/custom-connectors/connection-parameters
• Walkthrough
• https://www.collabmagazine.com/getting-started-with-custom-connectors-for-microsoft-power-
automate-and-power-apps/
• Publication
• https://docs.microsoft.com/en-us/connectors/custom-connectors/submit-certification

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A Beginners Guide to Custom Connectors for Power Apps and Power Automate

  • 1. A BEGINNERS GUIDE TO CREATING CUSTOM CONNECTORS FOR POWER APPS AND POWER AUTOMATE Eric Shupps | CTO, Apptigent | Microsoft MVP
  • 2. Eric Shupps Office Servers & Services MVP @eshupps sharepointcowboy slideshare.net/eshupps linkedin.com/in/eshupps github.com/eshupps
  • 3. AGENDA •A bit of yappin’ •Lots of demoin’ •Some fancy boot scootin’ •Goin’ into town
  • 5. COST Avoid premium connectors or consolidate multiple connectors into a single endpoint FLEXIBILITY Custom connectors can be adapted to suit various scenarios and changing requirements USABILITY Complex syntax and action sequences can be abstracted or greatly simplified for better productivity and faster adoption SUITABILITY Support specific business scenarios, such as connecting legacy backend systems or private cloud infrastructure OPPORTUNITY
  • 6. Action Provides a visual “drag and drop” component for users to interact with at design time Description Appearance, target URL, scheme, endpoint, and authentication method of the connector Definition The actions, triggers, references and policies that comprise the connector functionality API The target system that performs the actions specified in the definition and returns results FRAMEWORK
  • 7. Title, version, host, base path, schemes, and input/output format of the connector Information Individual operations (endpoints) and their visibility, headers, verbs, response definitions, and parameters Actions Timed (polling) or event- driven (webhook) actions Triggers Reusable input and output objects References Templates for modifying runtime behavior Policies A B C D E COMPONENTS
  • 8. INFORMATION • General information about the connector • Title • Version • Description • Host • Scheme • Base Path • Security Definition • None • Basic • API Key • Oauth 2.0
  • 9. ACTIONS • API endpoints • HTTP method: GET, POST, PUT, PATCH, DELETE, HEAD, OPTIONS • Multiple methods supported in single path • Operation ID’s must be unique within the scope of the definition • Use tags for grouping operations and samples to describe inputs • Not currently supported in apps/flow UI
  • 10. TRIGGERS • Leverages MS-specific OpenAPI extensions to describe automated actions • Polling • Pull model • Periodically queries remote API for new data • Webhook • Push model • Calls app/flow API when system events occur • Beware the LOCATION header during webhook creation (necessary for later deletion)
  • 11. REFERENCES • Consolidate repetitive inputs/outputs into definitions (references) using the #ref tag • Shared between actions and triggers • Read-only support in apps/flow UI • Create and manage in Swagger editor • Map to serializable (JSON) objects in API
  • 12. POLICIES • Set of pre-defined templates for user-configurable runtime behavior changes • Map variables • Modify base URL • Override operation paths and methods • Convert object types • Set header values • Change connector properties
  • 13. API • Any publicly accessible RESTful service • Azure functions • Map routes, security and methods to Swagger definition • Leverage APIM to abstract URL’s and authentication/authorization • Process inputs (parameters) and return outputs (definitions)
  • 14. GET YER SWAGGER ON The UI is limited in advanced functionality, understanding the OpenAPI specification and how to properly construct a Swagger file is a must. TRIGGERS ARE FOR CLOSERS Policies are difficult to construct properly and very challenging to debug. Get the basics down first and deploy a functional connector before tackling the hard stuff. CORS, CORS, CORS Test operations in the UI will fail if CORS policy is not enabled on API endpoint(s) – it’s a browser thing. WHERE HAVE ALL THE #REFS GONE? #ref elements simplify complex definition files but they can’t be created in the UI – drop to the Swagger editor instead. POLICIES FTW The OpenAPI definition structure is static but policies provide an advanced level of runtime flexibility. AUTH IS HARD Don’t overcomplicate things in the beginning. Start with simple authentication then build up to OAuth for more security. GOTCHAS
  • 15. DEMOIN’ CREATING A CUSTOM CONNECTOR FROM SCRATCH (LIKE BISCUITS ONLY LESS FLUFFY AND BUTTERMILKY)
  • 16. GETTIN’ FANCY SCALING UP AND OUT WITH AZURE API MANAGEMENT (PUTTIN’ SOME CATTLE ON YER RANCH)
  • 17. PUTTING THE PIECES TOGETHER 17 Delivery Development Consumption
  • 19. CREDENTIAL MANAGEMENT Token or key creation, refresh and revocation INTERACTION User feedback, issue reporting and endpoint verification. DOCUMENTATION Expose API definition, inputs, outputs and examples. SUBSCRIPTIONS
  • 20. GOIN’ INTO TOWN PUBLISHING CUSTOM CONNECTORS (GETTIN’ YER BOOTS ON FOR A L’IL TWO-STEPPIN’)
  • 21. Submit package via ISV studio, provide instructions, test, revise as needed, receive final approval SUBMIT Monitor status as solutions is deployed to each geographic region ROLL OUT Create and deploy custom connector in your own tenant CREATE Download connector package files using PACONN tool, modify and re-package PACKAGE Branch Github repo, update public folders with spec files, submit PR OPEN SOURCE 1 2 3 4 5 PUBLICATION
  • 22. Create fully functional custom connector in your tenant CREATE Set production logos, colors, descriptions and security method CONFIGURE Test all actions and environments (Power Apps, Flow, Logic Apps) TEST Update specification with all references, definitions and information FINALIZE CUSTOM CONNECTOR
  • 23. 01 Download and install Power Platform Connectors CLI https://github.com/Microsoft/PowerPlatformConnectors/tree/master/tools/paconn-cli CLI 02 apiDefinition.swagger.json - Update with final spec values and footer apiProperties.json – Set security, branding and publisher values settings.json - Modify connector ID only if updating existing submission Modify Files 03 Run validation command to analyze package contents paconn validate --api-def [Path to apiDefinition.swagger.json] Validate Package 04 Customer-facing description and instructions. Not part of the package but required for submission. Create Intro.md PACKAGE
  • 24. Create a new submission and upload your custom connector package SUBMIT Update connector based upon feedback and re-submit REVISE Add your connector documentation to the public GitHub repo and submit a PR DOCUMENT Create a new sandbox environment and re- test all connector actions TEST 1 2 3 4 ISV STUDIO
  • 25. REFERENCES • Github repo • https://github.com/eshupps/Conversionator • Custom connector overview and walkthroughs • https://docs.microsoft.com/en-us/connectors/custom-connectors/ • Custom connector OpenAPI extensibility • https://docs.microsoft.com/en-us/connectors/custom-connectors/openapi-extensions • Custom connector connection parameters • https://docs.microsoft.com/en-us/connectors/custom-connectors/connection-parameters • Custom connector policy templates • https://docs.microsoft.com/en-us/connectors/custom-connectors/connection-parameters • Walkthrough • https://www.collabmagazine.com/getting-started-with-custom-connectors-for-microsoft-power- automate-and-power-apps/ • Publication • https://docs.microsoft.com/en-us/connectors/custom-connectors/submit-certification