Prepare Data in Nimbus

✅ In Nimbus, we need to create the conversation context and the parameters for the URLs to show.

1. Create the parameter, go to Configuration > Parameters > "Create New"
   
2. Create the conversation context: Go to Configuration > Conversation Context → "Create New".
3. Assign a name and add the newly created parameter as the value:
   
4. Assign the conversation context to your service: Go to the service settings and add a the conversation context from the previous step.
   💡 Please note, that Nimbus only opens the first URL in that list.
   💡 An active conversation contexts opens always, whether the URL is invalid or empty. There is no URL validation in Nimbus.

Create the flow - Add the trigger

1. Start a new "Automated Cloud Flow" with the Nimbus "GetOnNewTasks" Trigger.
   
2. Add four "Initialize Variable" elements to the flow and add the following data: 

Find contacts

✅ Next is the Salesforce contact retrieval.

1. Add a "Get records" element to the flow.
2. Rename it to "Get records Contacts" and set the following filters:
   • Salesforce Object Type = Contacts
   • Filter query = (MobilePhone eq 'triggerOutputs()?['body/microsoftCallerId']') or (Phone eq 'triggerOutputs()?['body/microsoftCallerId']')
   • Top Count = 0

First Condition Block 

1. Now add a Condition element to the flow and check the results of the last step as follows:
   • expression=length(outputs('Get_records_Contacts')?['body/value'])
   • is greater than
   • 0
     

First Condition Block - Continue the "If no" branch

1. Add a Nimbus UpdateTask element to the "IF no" branch of the condition.
   
2. Set the values as follows:
   • RequestId = triggerOutputs()?['body/requestId']
   • CustomContextParameter.Name = SalesforceURL
   • CustomContextParameter.Value= variables('FallbackNewAccountURL')

💡 The flow ends here and the conversation context in Nimbus will point to the "Create New Account" Page in Salesforce.

First Condition Block - Continue the "If True" branch

1. Add a Compose element to the flow and rename it to "Contact". We want to store the results of the Get Records Contact element into it. As this returns a collection and we filtered to only have one item, we take the first item.
   Inputs = outputs('Get_records_Contacts')?['body/value'][0]
2. Then add two "Set Variable" elements to the flow:
   
   • The first one will hold the ContactId which is now stored in the Contact data element.
     • Name = ContactId
     • Value = outputs('Contact')?['Id']
   • Set the second one to:
     • Name = AccountId
     • Value = outputs('Contact')?['AccountId']
3. Now add a "Condition" element to the flow:
   
   • expression=empty(variables('AccountId'))
   • is equal to
   • false

Second Condition Block - Continue the "If no" branch

✅ Repeat the same steps as in chapter IfNoCondition above.

Second Condition Block - Continue the "If True" branch

If we found an AccountId we want to get the records from Salesforce.

Add a "Get records" element to the flow.

Rename it to "Get records Accounts" and filter it as follows:

•  Salesforce Object Type = Accounts
• Filter Query = (Id eq 'variables('AccountId')')
• Top Count = 1

Now add a third "Condition" element to the flow. Here we want to check if we got results.

Rename it to "Check if Account found" and check the following:

• expression=length(outputs('Get_records_Accounts')?['body/value'])
• is greater than
• 0

Third Condition Block - Continue the "If no" branch

✅ Repeat the same steps as in chapter IfNoCondition above.

Third Condition Block - Continue the "If True" branch

✅ If we found an Account in Salesforce, we want to create a task on it.

1. Add a "Compose" element to the flow and save the account data in it as follows:
   
2. Inputs = outputs('Get_records_Accounts')?['body/value'][0]
3. Add a "Create record" element to the flow and do the following:
   
   • NameId = variables('ContactId')
   • Subject = Received Nimbus call over Service triggerOutputs()?['body/teamName'] on formatDateTime(triggerOutputs()?['body/created'],' hh:mm tt')
   • Status = Not Started
   • Call type = Inbound
   • Task Subtype = Call
4. Add a "Set variable" element to the flow as follows:
   • Name = SalesforceURL
   • Value = concat('<your Salesforce URL>/r/Task/', outputs('Create_record')?['body/Id'] ,'/view')
     
5. Click on the "..." > Configure run after > Create Record Succeeded set to “is successful”
   
   💡 We only want to point to the Task if Create record was successful:

Final UpdateTask

1. Add the Nimbus UpdateTask element to the flow's "success" If-true branch and update the data with the compose elements:
   
2. Map the elements as follows:
   • Customer.FirstName = outputs('Contact')?['FirstName']
   • Customer.LastName = outputs('Contact')?['LastName'] 
   • Customer.DisplayName = outputs('Contact')?['Name']
   • Customer.Company = outputs('Account')?['Name'] 
   • Customer.Department = outputs('Account')?['Department']
   • Customer.StreetAdress = outputs('Account')?['BillingStreet']}
   • Customer.PostCode = outputs('Account')?['BillingPostalCode']
   • Customer.City = outputs('Account')?['BillingCity']
   • Customer.BillingState = outputs('Account')?['BillingState']
   • Customer.Country = outputs('Account')?['BillingCountry']
3. Set the custom fields to:
   
   • Customer.CustomFields name = SFTaskID, value = outputs('Create_record')?['body/Id']
   • Customer.CustomFields name = SFAccountId, value = variables('AccountId')
   • Customer.CustomFields name = SFContactId, value = variables('ContactId')
   • Customer.CustomFields name = SalesforceURL, value = variables(' SalesforceURL')