Below is an example to understand how to transfer form data from Asite to an external service called 'Microsoft Sharepoint' via Microsoft Power Automate. Similarly, you can transfer form data from Asite to other external services like Box, Projectwise and so on:
1. Create a worklow trigger with 'Task' set as 'Microsoft Flow'. You can configure this workflow trigger on any 'Event' - for example 'Create App' - with 'Task Mode' set to 'Post'.
2. Next, go to Microsoft Power Automate homepage https://make.powerautomate.com/en-us/ and sign in using your Microsoft credentials.
3. The Microsoft Power Automate homepage will appear. Click on 'My Flows' from the left menu.
If logging in for the very first time, you might be asked to select country/region as required.
4. Flows created by you will appear if any. Click on 'New flow' to create a new flow.
5. Under 'New Flow', select 'Instant Cloud Flow' option.
6. The screen to build an instant cloud flow will appear along-with available options on how to trigger the flow. Click 'Skip' as this is not required specifically for our integration.
7. A list of connectors and triggers will appear. You can use the search option to enter a keyword and search for your required connector / trigger.
8. To use the connector provided by Asite, search for ‘Asite’ and select the required connector provided by Asite. All Asite connectors are categorized under ‘Premium’ tab (also available in ‘All’ tab).
9. Triggers and Actions for selected 'Asite' connector will appear in separate tabs.
'Actions' tab to view available actions that can be performed when above trigger is executed.
10. Select a trigger as required to perform an action when a specific Asite workflow event is triggered based on configuration within Asite. Here, we are selecting 'When a workflow is triggered on app(s)'.
11. You will be required to authorize your access to Asite in the next step by signing in. Click on 'Sign In'. This is only one time process.
12. Enter your Asite login credentials and click 'Login'.
13. Here, you need to allow Microsoft Power Automate to read document and write document by clicking on 'Allow'. This is required only for one time.
14. After your Asite account access is granted, you can search and select project name and workflow trigger name. Only those triggers in which 'Microsoft Flow' has been defined as task in 'Post' task mode will be listed.
Once done, click '+ New Step' to continue.
14. Select any of the third party connector using which you need to share your data and details.
15. The newly created flow will start appearing in the listing.
The required configuration is done for transferring form data from Asite to Sharepoint / other external services as per above steps. You can now test the scenario based on available project forms data as per the relevant workflow trigger configured within Asite.
16. The flow run history will appear under '28-day run history' once the file is uploaded as follows. It displays flow start date and time, duration and status.
17. Click on start date and time to view details regarding the running flow.
The green ticks indicate that particular step of the flow got executed successfully. Click on the respective titles within the flow to get further details.
Check: FAQs
Next Collection: System Tasks