Use a flow template

To make getting started with flows easier, you can use pre-configured flow templates by Finalcad on Microsoft Power Automate.

Select a template

Click on “Templates”
Search for “Finalcad” in the search bar
Select the Finalcad template you want

Set up your connections

Where it says “This flow will connect to:”, set up the listed connectors.

For Finalcad One, check out “Set up your connection” above

For the connection name, you can pick any name you want. For example, it can help you easily spot the account linked to the API key.

When all your connections are set up, click “Continue”. You'll land on the pre-configured flow.

Set up the flow

The top part of the flow is for the flow trigger settings.
Next comes the action linked to the flow.

Click on the Trigger
Example: Trigger Observation created
In the first tab, “Settings”, click on the “Show all” button.
Fields to select the organization and project will pop up.
Pick the organization and project you want
Meaning the project for which you want the action done.

Optional actions

You can make other changes to the flow if you want. Here are a few possible tweaks

Get the info on another channel

Sending email is set up by default with Gmail. You can change the action to use a different email provider (like picking the Office 365 Outlook action) or even send it to another collab tool, like Microsoft Teams.

Change what’s in the email

For example, you can change what’s in the email. If you want to make the image bigger:

Select the email block
Replace the code in the email body (“Body”) with:

To copy and paste

Observation #@{outputs('Project_-_Get_observation_details')?['body/legacy_id']} has been created

</div>

Hi,

</div>

The following observation has been created in project @{outputs('Project_-_Get_observation_details')?['body/project_name']}

</div>

from organization @{outputs('Project_-_Get_observation_details')?['body/organization_name']}:

</div>

<tbody>

<tr>

</td>

</tr>

<tr>

<td>

<table>

<tbody>

<tr>

<td>

#@{outputs('Project_-_Get_observation_details')?['body/legacy_id']}

</div>

</td>

<td>

@{outputs('Compose_texte')}

</div>

</td>

</tr>

</tbody>

</table>

@{outputs('Compose_Texte_2')}

</div>

@{outputs('Project_-_Get_observation_details')?['body/status_name']}

</div>

@{if(not(equals(outputs('Project_-_Get_observation_details')?['body/assignee_id'], null)), outputs('Compose_image_2'), '')}

</div>

@{outputs('Project_-_Get_observation_details')?['body/assignee_name']}

</div>

@{if(not(equals(outputs('Project_-_Get_observation_details')?['body/company_id'], null)), outputs('Compose_image_3'), '')}

</div>

@{outputs('Project_-_Get_observation_details')?['body/company_name']}

</div>

</td>

</tr>

</tbody>

</table>

</div>

</div>

<div style="text-align: center; color: white; font-size: 14px; font-family: Effra; font-weight: 500; line-height: 25px; word-wrap: break-word">Open the observation</div>

</div>

</a>

</div>

This email was sent on behalf of @{outputs('Organization_-_Get_connected_user')?['body/email']}. If you don't want to follow up on this invite, you can just ignore this email or contact @{outputs('Organization_-_Get_connected_user')?['body/email']} to stop receiving requests.

</div>

Finalcad SAS, 4, rue Jules Lefebvre, Paris, Ile-de-France 75009 France

</div>

Test and validate the flow

When your flow is ready:

Click on “Save” then “Test”
Click the button to test the flow “Manually”
A banner “To use it now, run the start action” appears.

Do the action that triggers the flow you are setting up.
Example: For the flow “Send an email when an observation is created”, go to Finalcad One and create an observation.

If the flow worked properly:

On Microsoft Power Automate, the message "Your flow has run successfully" appears
The action linked to the flow is done
Example: For the flow “Send an email when an observation is created”, you receive an email in the chosen inbox to notify you that an observation was created in your project.
Sending an email can take about a minute.

If the message "Your flow has run successfully" doesn’t appear after about a minute, go back to editing your flow and reselect the organization and project (see “Set up the flow” above). It’s possible your selection wasn’t saved.

To make getting started with flows easier, you can use pre-configured flow templates by Finalcad on Microsoft Power Automate.

Select a template

Click on “Templates”
Search for “Finalcad” in the search bar
Select the Finalcad template you want

Set up your connections

Where it says “This flow will connect to:”, set up the listed connectors.

For Finalcad One, check out “Set up your connection” above

For the connection name, you can pick any name you want. For example, it can help you easily spot the account linked to the API key.

When all your connections are set up, click “Continue”. You'll land on the pre-configured flow.

Set up the flow

The top part of the flow is for the flow trigger settings.
Next comes the action linked to the flow.

Click on the Trigger
Example: Trigger Observation created
In the first tab, “Settings”, click on the “Show all” button.
Fields to select the organization and project will pop up.
Pick the organization and project you want
Meaning the project for which you want the action done.

Optional actions

You can make other changes to the flow if you want. Here are a few possible tweaks

Get the info on another channel

Change what’s in the email

For example, you can change what’s in the email. If you want to make the image bigger:

Select the email block
Replace the code in the email body (“Body”) with:

To copy and paste

Observation #@{outputs('Project_-_Get_observation_details')?['body/legacy_id']} has been created

</div>

Hi,

</div>

The following observation has been created in project @{outputs('Project_-_Get_observation_details')?['body/project_name']}

</div>

from organization @{outputs('Project_-_Get_observation_details')?['body/organization_name']}:

</div>

<tbody>

<tr>

</td>

</tr>

<tr>

<td>

<table>

<tbody>

<tr>

<td>

#@{outputs('Project_-_Get_observation_details')?['body/legacy_id']}

</div>

</td>

<td>

@{outputs('Compose_texte')}

</div>

</td>

</tr>

</tbody>

</table>

@{outputs('Compose_Texte_2')}

</div>

@{outputs('Project_-_Get_observation_details')?['body/status_name']}

</div>

@{if(not(equals(outputs('Project_-_Get_observation_details')?['body/assignee_id'], null)), outputs('Compose_image_2'), '')}

</div>

@{outputs('Project_-_Get_observation_details')?['body/assignee_name']}

</div>

@{if(not(equals(outputs('Project_-_Get_observation_details')?['body/company_id'], null)), outputs('Compose_image_3'), '')}

</div>

@{outputs('Project_-_Get_observation_details')?['body/company_name']}

</div>

</td>

</tr>

</tbody>

</table>

</div>

</div>

<div style="text-align: center; color: white; font-size: 14px; font-family: Effra; font-weight: 500; line-height: 25px; word-wrap: break-word">Open the observation</div>

</div>

</a>

</div>

</div>

Finalcad SAS, 4, rue Jules Lefebvre, Paris, Ile-de-France 75009 France

</div>

Test and validate the flow

When your flow is ready:

Click on “Save” then “Test”
Click the button to test the flow “Manually”
A banner “To use it now, run the start action” appears.

Do the action that triggers the flow you are setting up.
Example: For the flow “Send an email when an observation is created”, go to Finalcad One and create an observation.

If the flow worked properly:

On Microsoft Power Automate, the message "Your flow has run successfully" appears
The action linked to the flow is done
Example: For the flow “Send an email when an observation is created”, you receive an email in the chosen inbox to notify you that an observation was created in your project.
Sending an email can take about a minute.

Help Center

Help Center

A step-by-step guide to set up your flow template on Microsoft Power Automate

Select a template

Set up your connections

Set up the flow

Optional actions

Get the info on another channel

Change what’s in the email

Test and validate the flow

Use a flow template

A step-by-step guide to set up your flow template on Microsoft Power Automate

Select a template

Set up your connections

Set up the flow

Optional actions

Get the info on another channel

Change what’s in the email

Test and validate the flow