Below is an example to learn 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. 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 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. Select the 'Instant Cloud Flow' option under the 'New Flow' drop-down menu.
6. The screen to build an instant cloud flow appears, along with options for triggering 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.
Select the 'Actions' tab to view actions that can be performed when the above trigger is executed.
10. From the 'Actions' tab, select a trigger needed to perform an action when a specific Asite workflow event is triggered based on configuration within Asite. In this example, we choose the 'When a workflow is triggered on app(s)' option.
11. In the next step, you must authorize your access to Asite by signing in. Click the 'Sign In' button. This is a one-time process.
12. Enter your Asite login credentials and click the 'Login' button.
13. In this step, you must grant Microsoft Power Automate permission to access and modify data by clicking the 'Allow' button. This is a one-time process.
14. Once 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.
Once you have performed the above steps, the required configuration for transferring form data from Asite to SharePoint is complete. Depending on the project forms data configured in the relevant workflow trigger within Asite, you can test the scenario and see the results.
16. Once the trigger event occurs, the flow run history will appear under the '28-day run history' as follows. It displays the 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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