iMIS Power Suite - Power Automate Connector

Contact actions

iMIS contact records can be accessed by creating a flow using the iMIS Power Automate Connector. The following examples show different ways to utilize contact data. In the following examples, a Input fields are created in the Flow within the iMIS Power Automate Connector, and the Outputs are returned.

Get a contact

Gets a single record by iMIS ID.

Note: Can be either a person or an organization. The contactType field specifies what type of record was returned. Fields corresponding to only one type will be null if not appropriate for the returned contact type (e.g. "Birth Date" is only on persons, and will be null for organizations).

Inputs

Field Type
​iMIS ID ​ string

Outputs

Code Description Type
billingCategory Billing Category string
birthDate Birth Date string(date)
contactKey Contact Key string
contactType Contact Type string
email Email string
fax Fax string
firstName First Name string
functionalTitle Functional Title string
gender Gender string
homePhone Home Phone string
id iMIS ID string
informalName Informal Name string
isActive Is Active boolean
isMember Is Member boolean
joinDate Join Date string(date)
lastName Last Name string
majorKey Major Key string
memberType Member Type string
middleName Middle Name string
mobilePhone Mobile Phone string
name Name string
namePrefix Name Prefix string
nameSuffix Name Suffix string
organizationId Organization ID string
organizationName Organization Name string
paidThruDate Paid Thru string(date)
renewedThruDate Renewed Thru string(date)
status Status string
workPhone Work Phone string

Get a contact's picture

Retrieve a contact's picture.

Inputs

Name Type Description
​iMIS ID string​ The iMIS ID of the person whose picture should be retrieved​

Outputs

Code Description Type
id ​iMIS ID string​
pictureData Picture Data bytes
Create a contact

Create a new individual record in iMIS.

Inputs

Name Description Type
Billing Category The contact's billing category name string
Birth Date The contact's birth date string
Email The contact's primary email address string
Fax The contact's fax number string
First Name The contact's first name string
Functional Title The contact's functional title code value string
Gender The contact's gender code (e.g. "M", "F", or any other defined codes) string
Home Phone The contact's home phone number string
Informal Name The contact's informal name (or nickname) string
Join Date The contact's join date string
Last Name The contact's last name string
Major Key The contact's major key field string
Member Type The contact's member type code (e.g. "NM" or "WEB") string
Middle Name The contact's middle name string
Mobile Phone The contact's mobile phone number string
Name Prefix The contact's name prefix (e.g. "Mrs.") string
Name Suffix The contact's name suffix (e.g. "Jr.") string
Organization Name The name of the organization that this contact belongs to (not used if Parent Organization ID is set) string
Parent Organization ID Specify the iMIS ID of a parent organization to link this person to string
Status The contact's status code (e.g. "A", "D", "X") string
Work Phone The contact's work phone number string

Outputs

Code Description Type
billingCategory Billing Category string
birthDate Birth Date string(date)
contactKey Contact Key string
contactType Contact Type string
email Email string
fax Fax string
firstName First Name string
functionalTitle Functional Title string
gender Gender string
homePhone Home Phone string
id iMIS ID string
informalName Informal Name string
isActive Is Active boolean
isMember Is Member boolean
joinDate Join Date string(date)
lastName Last Name string
majorKey Major Key string
memberType Member Type string
middleName Middle Name string
mobilePhone Mobile Phone string
name Name string
namePrefix Name Prefix string
nameSuffix Name Suffix string
organizationId Organization ID string
organizationName Organization Name string
paidThruDate Paid Thru string(date)
renewedThruDate Renewed Thru string(date)
status Status string
workPhone Work Phone string

Create an organization

Create a new organization record in iMIS.

Inputs

Name Description Type
Billing Category The organization's billing category name string
Email The organization's primary email address string
Fax The organization's fax number string
Join Date The organization's join date string
Major Key The organization's major key field string
Member Type The organization's member type code (e.g. "NM" or "WEB") string
Organization Name The name of this organization string
Status The organization's status code (e.g. "A", "D", "X") string
Website URL The website URL for this organization's homepage string
Work Phone The organization's work phone number string

Outputs

Code Description Type
billingCategory Billing Category string
birthDate Birth Date string(date)
contactKey Contact Key string
contactType Contact Type string
email Email string
fax Fax string
firstName First Name string
functionalTitle Functional Title string
gender Gender string
homePhone Home Phone string
id iMIS ID string
informalName Informal Name string
isActive Is Active boolean
isMember Is Member boolean
joinDate Join Date string(date)
lastName Last Name string
majorKey Major Key string
memberType Member Type string
middleName Middle Name string
mobilePhone Mobile Phone string
name Name string
namePrefix Name Prefix string
nameSuffix Name Suffix string
organizationId Organization ID string
organizationName Organization Name string
paidThruDate Paid Thru string(date)
renewedThruDate Renewed Thru string(date)
status Status string
workPhone Work Phone string

Update a person

Updates an indivudal person's record.

Inputs

Name Description Type
iMIS ID Required. The iMIS ID / record to update. string
Billing Category The contact's billing category name string
Birth Date The contact's birth date string(date)
Email The contact's primary email address string
Fax The contact's fax number string
First Name The contact's first name string
Functional Title The contact's functional title code value string
Gender The contact's gender code (e.g. "M", "F", or any other defined codes) string
Home Phone The contact's home phone number string
Informal Name The contact's informal name (or nickname) string
Join Date The contact's join date string(date)
Last Name The contact's last name string
Major Key The contact's major key field string
Member Type The contact's member type code (e.g. "NM" or "WEB") string
Middle Name The contact's middle name string
Mobile Phone The contact's mobile phone number string
Name Prefix The contact's name prefix (e.g. "Mrs.") string
Name Suffix The contact's name suffix (e.g. "Jr.") string
Organization Name The name of the organization that this contact belongs to (not used if Parent Organization ID is set) string
Parent Organization ID Specify the iMIS ID of a parent organization to link this person to string
Status The contact's status code (e.g. "A", "D", "X") string
Work Phone The contact's work phone number string

Outputs

Code Description Type
billingCategory Billing Category string
birthDate Birth Date string(date)
contactKey Contact Key string
contactType Contact Type string
email Email string
fax Fax string
firstName First Name string
functionalTitle Functional Title string
gender Gender string
homePhone Home Phone string
id iMIS ID string
informalName Informal Name string
isActive Is Active boolean
isMember Is Member boolean
joinDate Join Date string(date)
lastName Last Name string
majorKey Major Key string
memberType Member Type string
middleName Middle Name string
mobilePhone Mobile Phone string
name Name string
namePrefix Name Prefix string
nameSuffix Name Suffix string
organizationId Organization ID string
organizationName Organization Name string
paidThruDate Paid Thru string(date)
renewedThruDate Renewed Thru string(date)
status Status string
workPhone Work Phone string
Update an organization

Updates an organization's record.

Inputs

Name Description Type
iMIS ID The iMIS ID (Also referred to as: Contact ID, Party ID) string
Billing Category The organization's billing category name string
Email The organization's primary email address string
Fax The organization's fax number string
Join Date The organization's join date string(date)
Major Key The organization's major key field string
Member Type The organization's member type code (e.g. "NM" or "WEB") string
Organization Name The name of this organization string
Status The organization's status code (e.g. "A", "D", "X") string
Website URL The website URL for this organization's homepage string
Work Phone The organization's work phone number string

Outputs

Code Description Type
billingCategory Billing Category string
birthDate Birth Date string(date)
contactKey Contact Key string
contactType Contact Type string
email Email string
fax Fax string
firstName First Name string
functionalTitle Functional Title string
gender Gender string
homePhone Home Phone string
id iMIS ID string
informalName Informal Name string
isActive Is Active boolean
isMember Is Member boolean
joinDate Join Date string(date)
lastName Last Name string
majorKey Major Key string
memberType Member Type string
middleName Middle Name string
mobilePhone Mobile Phone string
name Name string
namePrefix Name Prefix string
nameSuffix Name Suffix string
organizationId Organization ID string
organizationName Organization Name string
paidThruDate Paid Thru string(date)
renewedThruDate Renewed Thru string(date)
status Status string
workPhone Work Phone string
Get an address for a contact

Retrieves an address for a contact.

Inputs

Name Description Type
​iMIS ID ​The iMIS ID to get the addresses for ​string
Address Purpose

Must be a well-defined address purpose name in iMIS

 string

Outputs

Field Name Type Description
​addressId ​Address ID string

Unique ID for this address record.
addressLines Address Lines string

Newline-separated address street lines.
city City Name string

City name on the address.
stateProvinceCode State/Province Code string

Abbreviated code for the state/province.
postalCode Postal Code string

Postal or ZIP code.
countryCode Country Code string

Abbreviated country code.
phone Phone Number string

Formatted phone number for this address.
email Email Address string

Email for this address.
fullAddress Full Address string

Full computed address with newlines.
nameAndFullAddress Name and Full Address string

Full computed address with the contact's name on the first line.
addressPurpose Address Purpose string Full computed address with the contact's name on the first line.
communicationPreferences Communication Preference List Array(string)

Address purpose (category) names.
Get all addresses for a contact

Retrieves a list of all addresses for a contact.

Inputs

Name Description Type
​iMIS ID ​The iMIS ID to get the addresses for ​string

Outputs

Code Description Type
value ​Address List array[Address]​

Address

Field Name Type Description
​addressId ​Address ID string

Unique ID for this address record.
addressLines Address Lines string

Newline-separated address street lines.
city City Name string

City name on the address.
stateProvinceCode State/Province Code string

Abbreviated code for the state/province.
postalCode Postal Code string

Postal or ZIP code.
countryCode Country Code string

Abbreviated country code.
phone Phone Number string

Formatted phone number for this address.
email Email Address string

Email for this address.
fullAddress Full Address string

Full computed address with newlines.
nameAndFullAddress Name and Full Address string

Full computed address with the contact's name on the first line.
addressPurpose Address Purpose string Full computed address with the contact's name on the first line.
communicationPreferences Communication Preference List Array(string)

Address purpose (category) names.

Update a contact's mailing address

Inputs

Name Type Description
iMIS ID string The iMIS ID of the address to update
Address 1 string Address Line 1
Address 2 string Address Line 2
Address 3 string Address Line 3
City Name string City name on the address
State/Province Code string Abbreviated code for the state/province
Postal Code string Postal or ZIP code
Country Code string Abbreviated country code
Phone Number string Formatted phone number for this address
Email Address string Email for this address
Fax Number string Formatted fax number for this address

Outputs

Field Name Type Description
​addressId ​Address ID string

Unique ID for this address record.
addressLines Address Lines string

Newline-separated address street lines.
city City Name string

City name on the address.
stateProvinceCode State/Province Code string

Abbreviated code for the state/province.
postalCode Postal Code string

Postal or ZIP code.
countryCode Country Code string

Abbreviated country code.
phone Phone Number string

Formatted phone number for this address.
email Email Address string

Email for this address.
fullAddress Full Address string

Full computed address with newlines.
nameAndFullAddress Name and Full Address string

Full computed address with the contact's name on the first line.
addressPurpose Address Purpose string Full computed address with the contact's name on the first line.
communicationPreferences Communication Preference List Array(string)

Address purpose (category) names.
Find contacts

Searches for one or more contact or organization records in iMIS by certain criteria.

Note: Supports Pagination and Search Filters.

Inputs

Name Description Type
First Name Contact's first name (supports filters) string
Last Name Contact's last name (supports filters) string
Full Name Contact's full name (supports filters) string
Primary Email Contact's primary email address (supports filters) string
Member Type Code Contact's member type code (supports filters) string
Company Name Contact's organization name (supports filters) string
Filter Record Types Filter record types (people, organizations) dropdown [All, People, Organizations]
Filter Deleted Status Filter deleted status (marked for deletion) dropdown [All, MarkedForDelete, NotMarkedForDelete]

Outputs

Code Description Type
value​ Contact List​ array[Contact]​

Contact:

Code Description Type
billingCategory Billing Category string
birthDate Birth Date string(date)
contactKey Contact Key string
contactType Contact Type string
email Email string
fax Fax string
firstName First Name string
functionalTitle Functional Title string
gender Gender string
homePhone Home Phone string
id iMIS ID string
informalName Informal Name string
isActive Is Active boolean
isMember Is Member boolean
joinDate Join Date string(date)
lastName Last Name string
majorKey Major Key string
memberType Member Type string
middleName Middle Name string
mobilePhone Mobile Phone string
name Name string
namePrefix Name Prefix string
nameSuffix Name Suffix string
organizationId Organization ID string
organizationName Organization Name string
paidThruDate Paid Thru string(date)
renewedThruDate Renewed Thru string(date)
status Status string
workPhone Work Phone string