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      Prokeep Power Automate Connector Guide

      Connect Prokeep to Power Automate to Sync Contacts, Send Notifications, and Automate Workflows with Your Business Systems

      Why Integrate Prokeep with Power Automate?

      Prokeep’s Power Automate connector allows you to connect Prokeep with systems like Microsoft Dynamics 365 and other CRMs, ERPs, and internal tools. This unlocks automation and visibility across your business, helping you communicate faster, reduce manual entry, and drive better customer experiences.

      What the Connector Enables

      Using this custom connector, you can automate and integrate the following actions:

      Messages

      • Send a Message: Send outbound texts to customers from Prokeep.

      Contacts

      • List Contacts
      • Create Contact
      • Get Contact by PK ID or External ID
      • Update Contact

      Companies

      • List Companies
      • Create Company
      • Get Company by PK ID or External ID
      • Update Company

      Groups

      • Get Groups: Retrieve all groups from your Prokeep environment.

      Emails

      • Send an Email: Send outbound emails with subject, body, and attachments.

      Webhooks

      • Webhook Triggers: Receive live updates when:
        • A message is sent or received
        • A thread is created or closed
        • A contact or company is created or updated

        Setting up the Power Automate Connector

        Prerequisites

        Step 1: Log in to Power Automate

        Go to https://make.powerautomate.com and sign in.

        Step 2: Create the Custom Connector

        1. Navigate to Data > Custom connectors
        2. Click + New custom connector > Import an OpenAPI file

        Step 3: Upload the Swagger File

        1. Name your connector (e.g., ProkeepConnector)
        2. Upload the JSON file
        3. Click Continue

        Step 4: Review General Info

        1. If you'd like, you can also upload the Prokeep logo for your connector. Use this file: Prokeep Logo
        2. Check the name, description, and scheme (HTTPS).
        3. Update the Host field to match your Prokeep subdomain.
          For example, replace: subdomain.prokeep.com with your actual domain, such as:
          eastpro.prokeep.com
        4. Then proceed to the Security tab.

        Step 5: Set Up Security

        1. Select "Basic authentication" as the authentication type.
        2. Do not input your username and password in this section. This screen is only used to label the fields—not to enter your credentials. You will enter your API credentials later during the Test step.
        3. Proceed to the next tab. 

        Step 6: Review & Create

        Power Automate will load all available actions and triggers. Click Create connector.

        Step 7: Test the Connector

        1. Go to the Test tab.

        2. Click New connection under the Connections section.

        3. A new window will open where you can input your Prokeep API credentials.

          • Username: your Prokeep API key

          • Password: leave this field blank

        4. To create an API key:
          https://knowledge.prokeep.com/knowledge/create-an-api-key-in-prokeep

        5. Click Create connection.

        6. You’ll be returned to the test page. Click Refresh connector to reload the authenticated connection.

        7. Select the newly created Prokeep Connector.

        8. Choose any operation (e.g., "Send a Message") and click Test operation to confirm the connector is working.

        Step 8: Use in a Flow

        1. Create a new flow
        2. Add an action
        3. Search for your custom connector
        4. Select and configure the desired action or trigger

        Notes