Via Microsoft Power Automate, you can automate content to be imported from your SharePoint to Haiilo Advocacy to ensure that all important content you create in your SharePoint will automatically import to your platform.

Microsoft Power Automate is a paid feature, but it is also part of a few Microsoft packages. Ask your company's Microsoft administrator if Power Automate is included in your Microsoft package to ensure you can create a flow from SharePoint to Haiilo Advocacy.

You can find Haiilo's connector profile with information regarding the flows you can create here.

1. Create a flow

1. Log into Microsoft Power Automate.
2. Select Create from the left-side menu.
3. Select a flow type:
   • Automated flow: Each time a specified event happens, a post is created on your Haiilo platform. The event can be, for example, when new content is created in a List of a selected Site in your SharePoint.
   • Instant flow: Create one post based on one content piece in your SharePoint.
   • Scheduled flow: New content is fetched at a specified time.
4. Name your flow and choose its trigger. The trigger refers to which event will begin the flow process of creating content on your platform.
5. Select Create to create your flow.

2. Enter SharePoint site and event details

1. Input your SharePoint site address and the correct list name. The list name refers to the site in your SharePoint from where content will be imported. You can create multiple flows to import content from multiple lists.
2. Close the trigger window.
3. Select the plus icon to add a next step.
4. Search for and select a Smarp action. Haiilo offers two actions: Create Post or Retrieve Channel List.
5. Select Create Post.

3. Connect to Haiilo

For the flow to be successfully created, you will need to have an active Haiilo account with a Company Admin role.

1. Select Sign in to log in to Haiilo Advocacy.
2. Select Authorize app.
3. Map out the proper fields so that your post is created correctly. In many fields, dynamic values can be used to automatically fill content from the source.
   1. Channel(s): Choose the channels in which you want the content to be published.
   2. Post Body: Define Description as the dynamic value to fill the body of the post. This will copy the description from your content on SharePoint to the body field on Haiilo.
   3. ImageURL: Define Image as the dynamic value to use as the image of the post. This will copy the image from your content on SharePoint as the image on Haiilo.
   4. Post status: Choose if the post should appear on the Published or Proposed feed.
      • Yes: The post is created on the Proposed feed. An Admin will need to approve it before it is published.

      • No: The post is created directly on the Published feed.

   5. Post shareable status: Choose if the post will be for External sharing or Internal reading.

      • Yes: External sharing.

      • No: Internal reading.

   6. Title: Define Title as the dynamic value to fill the title of the post. This will copy the title from your content on SharePoint to the title field on Haiilo.

   7. Post URL: Define Link as the dynamic value to fill the URL of the post. This will direct users to the content on SharePoint if they select "View original" in the post on Haiilo.

4. After finishing the mapping, close the action window and select Save in the top navigation bar.

4. Test and activate your flow

Now that your flow has been successfully created, you can test it to verify it works.

1. Select Test in the top navigation barn.
2. You will see two different options to test your flow:
   • I'll perform the trigger action: You will test the integration by manually creating a new item in your SharePoint. After the item is successfully created, the item should also be created on Haiilo.
   • Using data from previous runs: This is available if you have been testing the connection before and it will allow you to use previously created items to test your flow.
3. After the flow has successfully run, you can check the channel on Haiilo Advocacy to verify if the post was created correctly. The flow creator will be listed as the person who created the post, regardless of who originally created the SharePoint item.
4. Activate your flow.

Now your flow is set up and ready to go! If you need to make any changes, you can always go to My Flows and edit your flow.