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Using the Trovve Power Automate Connector

5 min. readlast update: 11.06.2025

 

What is the Trovve Connector?

The Trovve Connector for Microsoft Power Automate lets you automate workflows between Trovve and other tools like Teams, Outlook, SharePoint, and CRM systems. Use it to automatically create tasks, send notifications, update projects, and manage contacts without manual work.

Before You Start

You'll need:

  • Microsoft Power Automate account with Premium Connector access
  • Trovve API Key (Administrator access required)
  • Active accounts in both Trovve and Power Automate

Getting Your API Key

  1. Click your profile picture (bottom right in Trovve)
  2. Go to Settings → Company Profile
  3. Copy your API key
  4. Note: Only administrators can access the API key

Setting Up the Connector

  1. Sign in to Power Automate with your work account
  2. Search for "Trovve" in the connectors section
  3. Select the Trovve connector
  4. Add it to your flow and paste your API key

Understanding Triggers and Actions

Triggers start your flow when something happens in Trovve Actions do something in Trovve after the flow starts

Task Triggers

Task triggers start flows when tasks change in Trovve.

Available Triggers

  • When a Task is Created - New task is added
  • When a Task is Updated - Task details change
  • When a Task is Completed - Task is marked done
  • When a Task is Deleted - Task is removed
  • When Task Section Changes - Task moves between sections

Common Settings

  • API Key: Your authentication key (required)
  • Duration (Minutes): How far back to check for changes (required)
  • Filter: Optional filter for specific tasks (e.g., high priority only)

Quick Example: New Task Alert

  1. Create new automated flow
  2. Choose trigger: "When a Task is Created"
  3. Add your API Key and set Duration to 5 minutes
  4. Add action: Post message in Teams
  5. Save and test

Company & Contact Triggers

Start flows when new companies or contacts are added.

Available Triggers

  • When a Company is Created - New company record added
  • When a Contact is Created - New contact added

Settings

  • API Key: Required
  • Duration (Minutes): Required

Quick Example: Welcome Email

  1. Choose trigger: "When a Company is Created"
  2. Add action: Send email (Outlook)
  3. Save and test

Project Actions

Manage projects automatically from your flows.

What You Can Do

  • Create Project - Make a new project
  • Update Project - Change project details
  • Get Project - Retrieve project information
  • List Projects - Show all projects

Key Settings

  • API Key: Required
  • Project Name: Required
  • Creator Email: Required
  • Start/Due Dates: Optional
  • Members: Optional (comma-separated emails)

Quick Example: Auto-Create Project

  1. Trigger: "When a Task is Completed"
  2. Action: "Create Project"
  3. Fill in project details
  4. Save and test

Task Actions

Automate task creation and updates.

What You Can Do

  • Create Task - Add new task
  • Update Task - Change task details
  • Create Task Comment - Add comment to task
  • Get Task - Retrieve task information
  • List Tasks - Show all tasks

Key Settings

  • API Key: Required
  • Title: Required
  • From/To Email: Required (who assigns, who receives)
  • Project Section: Optional
  • Priority: Optional (Low, Medium, High)
  • Due Date: Optional

Quick Example: Auto-Update Priority

  1. Trigger: "When a Task is Created"
  2. Action: "Update Task"
  3. Set priority to High automatically
  4. Save and test

Company Actions

Manage company records from your flows.

What You Can Do

  • Create Company - Add new company
  • Get Company - Retrieve company details
  • List Companies - Show all companies

Key Settings

  • API Key: Required
  • Company Name: Required
  • Creator Email: Required

Quick Example: Auto-Create Company

  1. Trigger: "When a Contact is Created"
  2. Action: "Create Company"
  3. Fill in company details
  4. Save and test

Contact Actions

Automate contact management.

What You Can Do

  • Create Contact - Add new contact
  • Get Contact - Retrieve contact details
  • List Contacts - Show all contacts

Key Settings

  • API Key: Required
  • Full Name: Required
  • Email Address: Required
  • Phone Number: Optional
  • Company ID: Optional (links to existing company)

Quick Example: Auto-Create Contact

  1. Trigger: "When a Company is Created"
  2. Action: "Create Contact"
  3. Link contact to company
  4. Save and test

Alert Actions

Send instant notifications to Microsoft Teams.

What It Does

Sends real-time messages via Trovve Bot in Teams when important events happen.

Key Settings

  • API Key: Required
  • To Email: Required (who receives the alert)
  • Title: Required (alert headline)
  • Message: Required (alert content)
  • Resource Name: Optional (related task/project name)
  • Resource URL: Optional (quick access link)

Quick Example: Task Completion Alert

  1. Trigger: "When a Task is Completed"
  2. Action: "Alert"
  3. Set recipient, title, and message
  4. Save and test

Pro Tips

  • Use filters to avoid unnecessary flow runs
  • Name flows clearly - Example: "Trovve_New_Task_Teams_Alert"
  • Check run history regularly to catch errors early
  • Store API keys securely in Power Automate connections
  • Document your flows so team members understand them
  • Test before deploying to avoid unexpected behavior
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