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Transfer Form Data from Asite platform via Microsoft Power Automate

This article helps you understand how to transfer form data from Asite using Microsoft Power Automate (Flow).

Updated this week

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 workflow 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 the 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 'My Flows' from the left menu.


If logging in for the very first time, you might be asked to select a country or region as required.

4. Flows created by you will appear if any. Click 'New flow' to create a new flow.

5. Under 'New Flow', select the '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 or 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 the ‘Premium’ tab (also available in the ‘All’ tab).

9. Triggers and Actions for the selected 'Asite' connector will appear in separate tabs.

Click the 'Actions' tab to view actions that can be performed when the above trigger is executed.

10. From the 'Actions' tab, 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 'Sign In'. This is a one-time process.

12. Enter your Asite login credentials and click 'Login'.

13. Here, you need to allow Microsoft Power Automate to read and write data by clicking 'Allow'. This is a one-time process.

14. After your Asite account access is granted, you can search and select the project name and workflow trigger name. Only those triggers in which 'Microsoft Flow' has been defined as the task in 'Post' task mode will be listed.

Once done, click '+ New Step' to continue.

14. Select any one of the third-party connectors 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 the 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 trigger event occurs as follows. It displays flow start date and time, duration and status.

17. Click the start date and time to view details regarding the running flow.

The green ticks indicate that the corresponding step of the flow was executed successfully. Click the respective titles within the flow to get further details.


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