The iManage Work connector allows you to automate repetitive tasks and approval processes normally performed by a user in iManage Work.

TIP: For the complete list of actions available when using the iManage Work Connector, visit iManage Work - Connectors | Microsoft Learn.

For more information about using the Triggers, refer to Triggers.

Get started with the iManage Work connector

Prerequisites

The iManage Work connector is available for customers subscribed to iManage Work at cloudimanage.com.

To activate the iManage Work connector, an iManage administrator assigned to a Global Management role with the App Management privilege must complete the following steps. For more information, see Global privilege descriptions.

  1. In iManage Control Center, browse to Settings > Applications.

  2. Select +Add Application. The Add Application dialog opens, and displays the list of applications available for you to add.

  3. Search for Power Automate.

  4. Select the iManage Work for Power Automate application, then select Authentication.

  5. Select Allow Refresh Tokens, then select Access.

  6. Select Review to review the options you selected.

  7. Select Finish.

The iManage Work for Power Automate application is now available for use by Power Automate users who are also iManage Work users. These users can authenticate through Power Automate and run flows and actions respecting their own iManage Work permissions.

NOTE:

The iManage Work connector and the iManage Work for Admins connector must be activated separately. For more information, refer to iManage Work for Admins connector.

Build your flow

After you're set up in your environment:

  1. Go to make.powerautomate.com and select +Create.

  2. Create an Instant cloud flow and select + New step.

  3. Search for iManage Work to see all the available iManage Work actions.

  4. Select the desired iManage Work action.

  5. If you're not already signed in to iManage Work, you're prompted to sign in:

    1. Select Sign in.

    2. Enter the URL you use to connect to iManage Work, for example, cloudimanage.com.

    3. Enter your iManage Work email address.

    4. Enter the password for the chosen account and select Sign in.

All workflows that use iManage Work actions connect using these iManage Work user credentials. A different iManage user account can be used by adding a new connection under My Connections and switching the connection.

Action Notes

The Get trustees action only returns the list of users and objects on the document, folder, or workspace, without their permission level. For more detail, including the permission level, use Get permissions.

Update workflow state is for use in conjunction with our Triggers to provide a workflow status back to the user.

The following actions are currently only available to Insight+ customers:

  • Get core extended metadata properties of a document

  • Set core extended metadata properties on a document

  • Search core extended metadata taxonomy nodes