iMIS Power Suite - Power Automate Connector
iMIS activity based panel data can be accessed by creating a flow using the iMIS Power Automate Connector. The following examples show different ways to utilize the activity data. In the following examples, a Input fields are created in the Flow within the iMIS Power Automate Connector, and the Outputs are returned.
Get an activity by sequence
Inputs
| Name |
Type |
Description |
| Sequence Number |
integer |
The sequence number of the activity to fetch. |
Outputs
Activity:
| Field |
Name |
Type |
Description |
|
seqn
|
Sequence |
integer |
The activity's sequence value (primary key) |
|
actionCodes
|
Action Codes |
string |
|
|
activityType
|
Activity Type |
string |
|
|
amount
|
Amount |
number |
|
|
attachSeqn
|
Attachment Sequence |
integer |
|
|
attachTotal
|
Attachment Total |
number |
|
|
batchNum
|
Batch Number |
string |
|
|
campaignCode
|
Campaign Code |
string |
|
|
category
|
Category |
string |
|
|
coId
|
Co ID |
string |
|
|
description
|
Description |
string |
|
|
effectiveDate
|
Effective Date |
string |
|
|
gracePeriod
|
Grace Period |
integer |
|
|
id
|
iMIS ID |
string |
|
|
intentToEdit
|
Intent To Edit |
string |
|
|
memTribCode
|
Memorial/Tribute Code |
string |
|
|
memberType
|
Member Type |
string |
|
|
nextInstallDate
|
Next Install Date |
string |
|
|
note
|
Note |
string |
|
|
note2
|
Note 2 |
string |
|
|
object
|
Object |
string |
|
|
orgCode
|
Org Code |
string |
|
|
originatingTransNum
|
Originating Trans Number |
integer |
|
|
otherCode
|
Other Code |
string |
|
|
otherId
|
Other ID |
string |
|
|
payMethod
|
Pay Method |
string |
|
|
productCode
|
Product Code |
string |
|
|
quantity
|
Quantity |
number |
|
|
recurringRequest
|
Recurring Request |
boolean |
|
|
solicitorId
|
Solicitor ID |
string |
|
|
sourceCode
|
Source Code |
string |
|
|
sourceSystem
|
Source System |
string |
|
|
statusCode
|
Status Code |
string |
|
|
taxableValue
|
Taxable Value |
number |
|
|
thruDate
|
Thru Date |
string |
|
|
ticklerDate
|
Tickler Date |
string |
|
|
transactionDate
|
Transaction Date |
string |
|
|
uF1
|
UF1 |
string |
User Field 1 (String) |
|
uF2
|
UF2 |
string |
User Field 2 (String) |
|
uF3
|
UF3 |
string |
User Field 3 (String) |
|
uF4
|
UF4 |
number |
User Field 4 (Decimal) |
|
uF5
|
UF5 |
number |
User Field 5 (Decimal) |
|
uF6
|
UF6 |
string |
User Field 6 (Date) |
|
uF7
|
UF7 |
string |
User Field 7 (Date) |
|
units
|
Units |
number |
|
Create an activity
Creates a new activity record in iMIS.
Inputs
| Name |
Type |
Description |
|
Action Codes
|
string |
|
|
Activity Type
|
string |
|
|
Amount
|
number |
|
|
Attachment Sequence
|
integer |
|
|
Attachment Total
|
number |
|
|
Batch Number
|
string |
|
|
Campaign Code
|
string |
|
|
Category
|
string |
|
|
Co ID
|
string |
|
|
Description
|
string |
|
|
Effective Date
|
string(date) |
|
|
Grace Period
|
integer |
|
|
iMIS ID
|
string |
|
|
Intent To Edit
|
string |
|
|
Memorial/Tribute Code
|
string |
|
|
Member Type
|
string |
|
|
Next Install Date
|
string(date) |
|
|
Note
|
string |
|
|
Note 2
|
string |
|
|
Object
|
string |
|
|
Org Code
|
string |
|
|
Originating Trans Number
|
integer |
|
|
Other Code
|
string |
|
|
Other ID
|
string |
|
|
Pay Method
|
string |
|
|
Product Code
|
string |
|
|
Quantity
|
number |
|
|
Recurring Request
|
boolean |
|
|
Solicitor ID
|
string |
|
|
Source Code
|
string |
|
|
Source System
|
string |
|
|
Status Code
|
string |
|
|
Taxable Value
|
number |
|
|
Thru Date
|
string(date) |
|
|
Tickler Date
|
string(date) |
|
|
Transaction Date
|
string(date) |
|
|
UF1
|
string |
User Field 1 (String) |
|
UF2
|
string |
User Field 2 (String) |
|
UF3
|
string |
User Field 3 (String) |
|
UF4
|
number |
User Field 4 (Decimal) |
|
UF5
|
number |
User Field 5 (Decimal) |
|
UF6
|
string(date) |
User Field 6 (Date) |
|
UF7
|
string(date) |
User Field 7 (Date) |
|
Units
|
number |
|
| Field |
Name |
Type |
Description |
|
seqn
|
Sequence |
integer |
The activity's sequence value (primary key) |
|
actionCodes
|
Action Codes |
string |
|
|
activityType
|
Activity Type |
string |
|
|
amount
|
Amount |
number |
|
|
attachSeqn
|
Attachment Sequence |
integer |
|
|
attachTotal
|
Attachment Total |
number |
|
|
batchNum
|
Batch Number |
string |
|
|
campaignCode
|
Campaign Code |
string |
|
|
category
|
Category |
string |
|
|
coId
|
Co ID |
string |
|
|
description
|
Description |
string |
|
|
effectiveDate
|
Effective Date |
string |
|
|
gracePeriod
|
Grace Period |
integer |
|
|
id
|
iMIS ID |
string |
|
|
intentToEdit
|
Intent To Edit |
string |
|
|
memTribCode
|
Memorial/Tribute Code |
string |
|
|
memberType
|
Member Type |
string |
|
|
nextInstallDate
|
Next Install Date |
string |
|
|
note
|
Note |
string |
|
|
note2
|
Note 2 |
string |
|
|
object
|
Object |
string |
|
|
orgCode
|
Org Code |
string |
|
|
originatingTransNum
|
Originating Trans Number |
integer |
|
|
otherCode
|
Other Code |
string |
|
|
otherId
|
Other ID |
string |
|
|
payMethod
|
Pay Method |
string |
|
|
productCode
|
Product Code |
string |
|
|
quantity
|
Quantity |
number |
|
|
recurringRequest
|
Recurring Request |
boolean |
|
|
solicitorId
|
Solicitor ID |
string |
|
|
sourceCode
|
Source Code |
string |
|
|
sourceSystem
|
Source System |
string |
|
|
statusCode
|
Status Code |
string |
|
|
taxableValue
|
Taxable Value |
number |
|
|
thruDate
|
Thru Date |
string |
|
|
ticklerDate
|
Tickler Date |
string |
|
|
transactionDate
|
Transaction Date |
string |
|
|
uF1
|
UF1 |
string |
User Field 1 (String) |
|
uF2
|
UF2 |
string |
User Field 2 (String) |
|
uF3
|
UF3 |
string |
User Field 3 (String) |
|
uF4
|
UF4 |
number |
User Field 4 (Decimal) |
|
uF5
|
UF5 |
number |
User Field 5 (Decimal) |
|
uF6
|
UF6 |
string |
User Field 6 (Date) |
|
uF7
|
UF7 |
string |
User Field 7 (Date) |
|
units
|
Units |
number |
|
Update an activity
Updates an activity record using its Sequence (SEQN) value.
Any fields left blank will not be altered. To explicitly blank out a field, insert an empty string ('') using an expression. See Known Limitations for more information.
Inputs
Activity:
| Field |
Name |
Type |
Description |
| seqn |
Sequence |
integer |
The activity's sequence value (primary key) |
| actionCodes |
Action Codes |
string |
|
| activityType |
Activity Type |
string |
|
| amount |
Amount |
number |
|
| attachSeqn |
Attachment Sequence |
integer |
|
| attachTotal |
Attachment Total |
number |
|
| batchNum |
Batch Number |
string |
|
| campaignCode |
Campaign Code |
string |
|
| category |
Category |
string |
|
| coId |
Co ID |
string |
|
| description |
Description |
string |
|
| effectiveDate |
Effective Date |
string |
|
| gracePeriod |
Grace Period |
integer |
|
| id |
iMIS ID |
string |
|
| intentToEdit |
Intent To Edit |
string |
|
| memTribCode |
Memorial/Tribute Code |
string |
|
| memberType |
Member Type |
string |
|
| nextInstallDate |
Next Install Date |
string |
|
| note |
Note |
string |
|
| note2 |
Note 2 |
string |
|
| object |
Object |
string |
|
| orgCode |
Org Code |
string |
|
| originatingTransNum |
Originating Trans Number |
integer |
|
| otherCode |
Other Code |
string |
|
| otherId |
Other ID |
string |
|
| payMethod |
Pay Method |
string |
|
| productCode |
Product Code |
string |
|
| quantity |
Quantity |
number |
|
| recurringRequest |
Recurring Request |
boolean |
|
| solicitorId |
Solicitor ID |
string |
|
| sourceCode |
Source Code |
string |
|
| sourceSystem |
Source System |
string |
|
| statusCode |
Status Code |
string |
|
| taxableValue |
Taxable Value |
number |
|
| thruDate |
Thru Date |
string |
|
| ticklerDate |
Tickler Date |
string |
|
| transactionDate |
Transaction Date |
string |
|
| uF1 |
UF1 |
string |
User Field 1 (String) |
| uF2 |
UF2 |
string |
User Field 2 (String) |
| uF3 |
UF3 |
string |
User Field 3 (String) |
| uF4 |
UF4 |
number |
User Field 4 (Decimal) |
| uF5 |
UF5 |
number |
User Field 5 (Decimal) |
| uF6 |
UF6 |
string |
User Field 6 (Date) |
| uF7 |
UF7 |
string |
User Field 7 (Date) |
| units |
Units |
number |
|
Outputs
Activity:
| Field |
Name |
Type |
Description |
| seqn |
Sequence |
integer |
The activity's sequence value (primary key) |
| actionCodes |
Action Codes |
string |
|
| activityType |
Activity Type |
string |
|
| amount |
Amount |
number |
|
| attachSeqn |
Attachment Sequence |
integer |
|
| attachTotal |
Attachment Total |
number |
|
| batchNum |
Batch Number |
string |
|
| campaignCode |
Campaign Code |
string |
|
| category |
Category |
string |
|
| coId |
Co ID |
string |
|
| description |
Description |
string |
|
| effectiveDate |
Effective Date |
string |
|
| gracePeriod |
Grace Period |
integer |
|
| id |
iMIS ID |
string |
|
| intentToEdit |
Intent To Edit |
string |
|
| memTribCode |
Memorial/Tribute Code |
string |
|
| memberType |
Member Type |
string |
|
| nextInstallDate |
Next Install Date |
string |
|
| note |
Note |
string |
|
| note2 |
Note 2 |
string |
|
| object |
Object |
string |
|
| orgCode |
Org Code |
string |
|
| originatingTransNum |
Originating Trans Number |
integer |
|
| otherCode |
Other Code |
string |
|
| otherId |
Other ID |
string |
|
| payMethod |
Pay Method |
string |
|
| productCode |
Product Code |
string |
|
| quantity |
Quantity |
number |
|
| recurringRequest |
Recurring Request |
boolean |
|
| solicitorId |
Solicitor ID |
string |
|
| sourceCode |
Source Code |
string |
|
| sourceSystem |
Source System |
string |
|
| statusCode |
Status Code |
string |
|
| taxableValue |
Taxable Value |
number |
|
| thruDate |
Thru Date |
string |
|
| ticklerDate |
Tickler Date |
string |
|
| transactionDate |
Transaction Date |
string |
|
| uF1 |
UF1 |
string |
User Field 1 (String) |
| uF2 |
UF2 |
string |
User Field 2 (String) |
| uF3 |
UF3 |
string |
User Field 3 (String) |
| uF4 |
UF4 |
number |
User Field 4 (Decimal) |
| uF5 |
UF5 |
number |
User Field 5 (Decimal) |
| uF6 |
UF6 |
string |
User Field 6 (Date) |
| uF7 |
UF7 |
string |
User Field 7 (Date) |
| units |
Units |
number |
|
Find activities
📘Supports Pagination and Search Filters.
Input
| Field |
Name |
Type |
Description |
| activityType |
Activity Type |
string |
The activity type code |
| imisId |
iMIS ID |
string |
The iMIS ID |
| productCode |
Product Code |
string |
The product code |
| category |
Category |
string |
The category |
| transactionDateBefore |
Transaction Date On or Before |
string |
Transaction date on or before |
| transactionDateAfter |
Transaction Date After |
string |
Transaction date after |
| effectiveDateBefore |
Effective Date On or Before |
string |
Effective date on or before |
| effectiveDateAfter |
Effective Date After |
string |
Effective date after |
| thruDateBefore |
Thru Date On or Before |
string |
Thru date on or before |
| thruDateAfter |
Thru Date After |
string |
Thru date after |
| sortBy |
Sort By |
string |
The property name to sort by |
| sortDesc |
Sort Descending |
boolean |
If the sort order should be descending (default is ascending) |
👍If you need to search using other fields not in this list, consider querying a business object with Activity as its source instead.
Output
| Name |
Type |
| Activity List |
Array(Activity) |
Activity:
| Field |
Name |
Type |
Description |
| seqn |
Sequence |
integer |
The activity's sequence value (primary key) |
| actionCodes |
Action Codes |
string |
|
| activityType |
Activity Type |
string |
|
| amount |
Amount |
number |
|
| attachSeqn |
Attachment Sequence |
integer |
|
| attachTotal |
Attachment Total |
number |
|
| batchNum |
Batch Number |
string |
|
| campaignCode |
Campaign Code |
string |
|
| category |
Category |
string |
|
| coId |
Co ID |
string |
|
| description |
Description |
string |
|
| effectiveDate |
Effective Date |
string |
|
| gracePeriod |
Grace Period |
integer |
|
| id |
iMIS ID |
string |
|
| intentToEdit |
Intent To Edit |
string |
|
| memTribCode |
Memorial/Tribute Code |
string |
|
| memberType |
Member Type |
string |
|
| nextInstallDate |
Next Install Date |
string |
|
| note |
Note |
string |
|
| note2 |
Note 2 |
string |
|
| object |
Object |
string |
|
| orgCode |
Org Code |
string |
|
| originatingTransNum |
Originating Trans Number |
integer |
|
| otherCode |
Other Code |
string |
|
| otherId |
Other ID |
string |
|
| payMethod |
Pay Method |
string |
|
| productCode |
Product Code |
string |
|
| quantity |
Quantity |
number |
|
| recurringRequest |
Recurring Request |
boolean |
|
| solicitorId |
Solicitor ID |
string |
|
| sourceCode |
Source Code |
string |
|
| sourceSystem |
Source System |
string |
|
| statusCode |
Status Code |
string |
|
| taxableValue |
Taxable Value |
number |
|
| thruDate |
Thru Date |
string |
|
| ticklerDate |
Tickler Date |
string |
|
| transactionDate |
Transaction Date |
string |
|
| uF1 |
UF1 |
string |
User Field 1 (String) |
| uF2 |
UF2 |
string |
User Field 2 (String) |
| uF3 |
UF3 |
string |
User Field 3 (String) |
| uF4 |
UF4 |
number |
User Field 4 (Decimal) |
| uF5 |
UF5 |
number |
User Field 5 (Decimal) |
| uF6 |
UF6 |
string |
User Field 6 (Date) |
| uF7 |
UF7 |
string |
User Field 7 (Date) |
| units |
Units |
number |
|
