Power Platform connector
ConvinceIQ connector for Power Automate
Bring ConvinceIQ into the flows, apps and agents your team already uses. The connector reads practice sessions, scores and the leaderboard, and lets managers and admins invite people and assign training plans when something happens in another system. It works in Power Automate, Power Apps, Azure Logic Apps and Copilot Studio.
What you can build
- Lost deal, targeted practice. When an opportunity is lost in Dynamics 365 or another CRM, find the seller in ConvinceIQ by email and assign an objection-handling training plan.
- Onboarding. When someone joins the sales team in your HR system or Microsoft Entra ID, invite them to ConvinceIQ, then assign the onboarding plan once they have joined.
- Weekly results. Every Monday, post the 30-day leaderboard to a Microsoft Teams channel.
- Reporting. Every night, copy finished sessions and their scores to Excel, SharePoint or a Power BI dataset.
- Agents. Add the ConvinceIQ actions to a Copilot Studio agent as tools so it can answer “How did my team do this week?”
Before you start
- A ConvinceIQ account you sign in to with a Microsoft work or school account. The connector does not support personal Microsoft accounts or Google sign-in.
- The right role. Everyone can read their own sessions, their membership and the leaderboard. Finding members, inviting people and assigning training plans need a manager or admin role. Managers see and act on the people they manage; admins on the whole workspace.
- The right subscription. Assigning training plans needs a subscription that includes training plans. Inviting someone as a manager needs one that includes role-based access.
- A Power Automate Premium license. Microsoft releases every newly certified connector as Premium.
Connect
- In your flow, add an action and search for ConvinceIQ.
- Sign in with the Microsoft work or school account you use for ConvinceIQ.
- Choose your Workspace in each action. The list shows the workspaces you belong to.
If sign-in shows “Need admin approval”, your organization only lets administrators approve apps. Ask your Microsoft Entra administrator to grant admin consent for the ConvinceIQ connector once; everyone in your organization can then connect.
The connector acts as you. It never sees or does more than you can in ConvinceIQ.
Actions
Get my membership
Your membership in a workspace: your role, status, manager and team, and the plan features enabled for the workspace. A good first action to check a connection.
List practice sessions
Practice sessions and imported calls with their latest scores, most recently updated first.
| Input | Notes |
|---|---|
| Status | all (default), active or ended |
| Source | all (default), practice_session or uploaded_recording (imported calls) |
| Limit | 1 to 100, default 20 |
| Offset | For paging. Use next_offset from the previous page while has_more is true. |
Each session includes who held it, the buyer scenario, the training plan step it counted towards, how the call ended, and the score: an overall score, six dimension scores (discovery, value proposition, objection handling, structure, next step, tone), strengths, improvements and suggested next practice goals.
Get a session
One session in full: everything above, plus the transcript as seller and buyer turns in order, the session notes, the buyer’s assessment of the call (stance, concerns, what landed) and the buyer’s decision criteria with whether each was met.
Get the leaderboard
The workspace leaderboard for the last 30 days of practice sessions, as two lists ranked by average score: top performers, who have at least five scored practice sessions in the period, and rising stars, who have one to four. Imported calls do not count.
| Input | Notes |
|---|---|
| Limit | 1 to 20 people per list, default 5 |
Find a member by email
The workspace member with a given sign-in email address. Use it to turn an email from another system into the member ID that Assign a training plan needs.
Requires: a manager or admin role.
Invite a person
Invites someone to a workspace as a user or manager and sends them the invitation email. Admins cannot be invited through the connector; invite them in ConvinceIQ.
Requires: a manager or admin role.
Assign a training plan
Assigns a training plan to specific members (up to 50), a team or the whole workspace, with an optional due date in UTC. Archived plans cannot be assigned. The result says how many assignments were created, how many people already had the plan and how many could not be assigned.
Requires: a manager or admin role (admin for the whole workspace), and a subscription that includes training plans.
Limits
- 100 requests per minute per person. Beyond that, ConvinceIQ answers “Too many requests” with the number of seconds to wait.
- No triggers yet. To react to new results, run a scheduled flow with List practice sessions.
- Transcripts give the order of the turns, not their times.
- Language. Feedback text comes back in the language you use ConvinceIQ in, set under Language on your User Profile page. Get a session translates it on request; List practice sessions shows a translation once one exists.
Errors
Every error has the same shape: { "error": "...", "message": "..." }.
| Status | Usually means |
|---|---|
| 400 | A required input is missing — most often the Workspace — or an input is not valid, such as an unknown member ID. |
| 401 | The connection needs to sign in again. |
| 402 | Your workspace has no rep seats left for this invitation. |
| 403 | Your role or your workspace’s subscription does not allow this action, or you are not an active member of the workspace. |
| 404 | The session, training plan or team does not exist, or you cannot see it. |
| 409 | The training plan is archived, or it is already assigned to that team or workspace. |
| 429 | Too many requests. Wait the number of seconds in the message. |
| 500, 502, 504 | Something went wrong in ConvinceIQ. Try again later. |
Security and privacy
The connector signs in as you with Microsoft Entra ID, and ConvinceIQ applies your role and team to every request. There are no API keys to store or share.
Read more about ConvinceIQ security and our privacy policy.
Questions
Can I use the connector with a Google sign-in?
No. Sign in to ConvinceIQ with a Microsoft work or school account to use the connector.
Can a rep use it?
Yes, to read their own sessions and the leaderboard. Finding members, inviting people and assigning training plans need a manager or admin role.
Where do I get help?
Email info@convinceiq.com or use the contact page.
New to ConvinceIQ
No ConvinceIQ workspace yet?
The connector works with an existing ConvinceIQ workspace. Book a demo to see how practice, scoring and coaching would work for your team.