Overview
In this article we show how to copy address details from Account to Contacts by executing a Formula via a Power Automate Flow using a Custom Connector. It is a simple scenario to demonstrate the interoperability of Power Automate Flow and North52 Formulas via a Custom Connector - there are far more powerful/complex scenario this could be used for!
This article assumes that you have installed the North52 Execute Formula Customer Connector - see this article for details.
Basic Flow Outline
- From an Account record user manually triggers the Flow
- Account details are retrieved (address details)
- All associated Contacts are retrieved
- For each Contact the Execute Formula Custom Connector is run, passing in the Account address details
Set up Formula and Flow
Formula
The Formula runs in the context of a Contact as that will be the record that is updated.
- Open the North52 App
- Navigate to Business Process Activities > Formulas
- Create a new formula, setting the following values in the Formula Guide:
- Source Entity set to Contact
- Set Formula Type to Library Calculation
- Select the Decision Table editor
- Change the Name of the formula to Library Calculation - Sync Address Details to Contact from Account
- Click Save
Decision Table Setup
Setup columns for fields that need to be updated:
- Select columns C to H
- Right-click and select Insert > Insert Action
- Select cell B2
- From the Source tab, expand Source and find and click on Address 1: Street 1
- Select cell C2
- Click on Address 1: Street 2
- Select cell D2
- Click on Address 1: Street 3
- Select cell E2
- Click on Address 1: City
- Select cell F2
- Click on Address 1: State/Province
- Select cell G2
- Click on Address 1: ZIP/Postalcode
- Select cell H2
- Click on Address 1: Country
Add “virtual” fields that get passed into the custom connector. They are virtual as they do not actually exist, however the North52 parses them from the incoming request.
- Select cell B4
- Enter [contact.flow_address1_line1]
- Select cell C4
- Enter [contact.flow_address1_line2]
- Select cell D4
- Enter [contact.flow_address1_line3]
- Select cell E4
- Enter [contact.flow_address1_city]
- Select cell F4
- Enter [contact.flow_address1_stateorprovince]
- Select cell G4
- Enter [contact.flow_address1_postalcode]
- Select cell H4
- Enter [contact.flow_address1_country]
- Click Save
The Formula is now ready. Take note of the Formula Short Code as we need that for the Flow.
Flow
- Navigate to https://make.powerautomate.com/
- Create a new Instant Cloud Flow
- Name the flow Sync Address with Contacts
- Select the option When a row is selected (Microsoft Dataverse)
- Click Create
- Click on the When a row is Selected action
- Select the Accounts table (you may need to create a connection and sign in first)
- Click the + icon to add a new action
- Select the Dataverse Get a row by ID action
- Rename to Get a row by ID - Account
- For Table name select Accounts
- For Row ID select Account (unique identifier of the Account)
- Click the + icon to add a new action
- Select the Dataverse List rows action
- Rename to List rows - Contacts for Account
- For Table name select Accounts
- For Selected columns enter contactid
- For Filter rows enter _parentcustomerid_value eq Account (unique identifier of the Account)
- Click the + icon to add a new action
- Select the Apply to each action
- Rename Apply to each Contact
- For Select an output from previous steps select body/value (list of items)
- Click the + icon within the Apply to each to add a new action
- Select the Custom actions filter
- Select Execute Formula (should have North52 logo beside it)
- You will need to sign in to create a connector reference
- Rename to Execute Formula - hlD (using the short code of your Formula)
- For Filter enter (replace hlD with your short code, and anything in [ ] need to be referenced using the tool to enter data from previous steps):
north52_name eq 'hlD' and north52_parameters eq '<contact><flow_address1_line1>[address1_line1]</flow_address1_line1><flow_address1_line2>[address1_line2]</flow_address1_line2><flow_address1_line3>[address1_line3]</flow_address1_line3><flow_address1_city>[address1_city]</flow_address1_city><flow_address1_stateorprovince>[address1_stateorprovince]</flow_address1_stateorprovince><flow_address1_postalcode>[address1_postalcode']</flow_address1_postalcode><flow_address1_country>[address1_country]</flow_address1_country></contact>' and north52_targetentityid eq '[contactid]' and north52_formulatype eq ‘99’
- Click Save
Test
Go to an Account record with Contacts and run the flow.
