Microsoft Power Automate lets you quickly and securely streamline repetitive tasks using low-code, drag-and-drop tools that integrate with hundreds of pre-built “connectors” from many of your software vendors. iManage Work has connectors for different product areas. You can combine these connectors with connectors from other vendors to automate your business processes. For more information on our connectors, refer to the following:

FAQ

Availability and Cost

Q: Can I use the iManage Work Power Automate connector with my on-premises iManage Work environment, or with my connection to the imanage.work endpoint in iManage Cloud?

A: The connectors iManage provides within the Microsoft Connector library are only available to iManage Cloud customers.

In the current beta, we're focusing on the cloudimanage.com endpoint. We ultimately plan to focus on it exclusively.

However, based on customer feedback, we’ll evaluate our ability to deliver proof-of-concepts or testing for customers connected to the imanage.work endpoint, with the intent that they’ll eventually transition to the cloudimanage.com endpoint, where support and additional features will be delivered going forward.

NOTE:

You won’t be able to use the Power Automate connector with imanage.work endpoint if you utilize IP restrictions in your environment. Please contact Kelly.marsh@imanage.com if you’re interested in testing Power Automate in an imanage.work environment.

Q: What does it cost?

A: The actions currently available in our Power Automate connector for iManage Work at cloudimanage.com are included in your iManage Cloud subscription. The only additional cost to you is what you must pay Microsoft for the use of a premium connector on the Power Automate platform. iManage pricing is subject to change in the future as we add more advanced features beyond what’s available today.

Troubleshooting

Q: I am having trouble authenticating to iManage Work from Power Automate, what do I do?

A: There are a couple common issues here:

  • If you have multiple accounts (for example, Dev and Prod) it’s best to make sure you’re fully signed out of any cloudimanage.com windows in your browser. This way, Power Automate will prompt you to provide an email address and password instead of signing you in automatically.

  • Third-party cookies must be turned on in your browser. If they’re not turned on, you may see a message “You closed the sign-in window before completing sign-in.”

  • A Control Center Tier 2 or NRTAdmin user must make sure that the application appears in Control Center, is enabled in Control Center, and that refresh tokens are also enabled.

If the app doesn’t appear:

  1. If you’re an iManage Reseller/Implementation Partner who has previously requested a Partner Sandbox and are interested in having this feature activated, please email iManage at channelenablement@imanage.com. If you’re a customer, please contact cloudsupport@imanage.com

  2. After you’ve been added to the specific Power Automate connector application (either Work or Work for Admins), it will appear under applications in Control Center. A Control Center Admin with Tier 2 or NRTAdmin access must enable the application and enable refresh tokens. After that, Power Automate users who are also iManage Work users are able to authenticate through Power Automate and run flows and actions respecting their own Work permissions.

Q: Can I start a Power Automate flow when a document is uploaded to a certain workspace? When I try to create an “Automated cloud flow” and search for iManage, I don’t see any results?

A: We don’t currently offer any triggers within our library of Power Automate connectors. A flow using iManage Work actions must start either on a timed basis or with a trigger from another system.

For example, an email received to a certain inbox with an attachment could trigger a flow to import that document to a workspace.

Where to get help