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 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 and assign the onboarding plan.
- Weekly results. Every Monday, post the leaderboard to a Microsoft Teams channel.
- Reporting. Every night, copy finished sessions and their scores to Excel, SharePoint or a Power BI dataset.
- Agents. Give a Copilot Studio agent the ConvinceIQ actions 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 plan features. Assigning training plans needs a plan that includes training plans. Inviting someone as a manager needs a plan that includes role-based access.
- A Power Automate Premium licence. ConvinceIQ is a premium connector, like every connector to a service outside Microsoft.
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 you see a request for approval when you sign in, your organization only lets administrators approve apps. Ask your Microsoft Entra administrator to grant consent to the ConvinceIQ connector once; everyone in your organization can then connect.
The connector acts as you. It can see and do exactly what you can in ConvinceIQ — nothing more.
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 uploaded calls with their latest scores, newest first.
| Input | Notes |
|---|---|
| Status | all (default), active or ended |
| Source | all (default), practice_session or uploaded_recording |
| 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. Uploaded calls do not count.
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 an active training plan to specific members, a team or the whole workspace, with an optional due date. 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, and a plan 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 results language set for you in ConvinceIQ.
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. |
| 401 | The connection needs to sign in again. |
| 403 | Your role or your workspace’s plan does not allow this action. |
| 404 | The session, member or training plan does not exist, or you cannot see it. |
| 409 | The training plan is archived. Make it active in ConvinceIQ before assigning it. |
| 429 | Too many requests. Wait the number of seconds in the message. |
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. Inviting people and assigning 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.