✉️ Flow templates: receive Finalcad project information by email

To learn how to select a model and configure its connections, go here.

Four flow models are available so you can receive information from the Finalcad project by email when:

an observation is created
an observation is modified
a form is created
a form is modified

Push and email notifications are also available directly with Finalcad.

Configure the flow

The top part of the flow corresponds to the configuration of the flow trigger.
The rest corresponds to the action associated with the flow.

Required actions

You must select an organization and a project for the flow to work. To do this:

Click on the trigger
Example: "Trigger Observation created"
Select the organization and project of your choice
That is, the project for which you want the action to be performed.

Optional actions

You can make other changes to the flow if you wish. Here are some possible changes:

Receive information on another channel

Email sending is configured by default with Gmail. It is possible to change the action to use another email service (for example by choosing the action associated with Office 365 Outlook), or to set up sending to another collaboration tool, such as Microsoft Teams.

Modify the email content

For example, you can modify the email content. If you want to enlarge the image size:

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

Copy-paste

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

</div>

Hello,

</div>

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

</div>

from the 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 is sent at the request of @{outputs('Organization_-_Get_connected_user')?['body/email']}. If you do not wish to follow up on this invitation, you can ignore this email or contact @{outputs('Organization_-_Get_connected_user')?['body/email']} to request not to be contacted again.

</div>

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

</div>

Test and validate the flow

When your flow is ready:

Click "Save", then "Test"
Click the button to test the flow "Manually".
A banner "To use it now, run the start action" will appear.

Perform the action that triggers the flow you are configuring.
Example: for the flow "Send an email when an observation is created", go to Finalcad One and create an observation.

If the flow worked correctly:

On Microsoft Power Automate, the message "Your flow ran successfully" appears
The action associated with the flow is performed
Example: for the flow "Send an email when an observation is created", you receive an email in the selected mailbox to notify you of the creation of an observation in your project.
Sending an email may take approximately one minute.

If the message "Your flow ran successfully" does not appear after approximately one minute, go back to editing your flow and select the organization and project again (see "Configure the flow" above). Your selection may not have been taken into account.

Help Center

Help Center

✉️ Flow templates: receive Finalcad project information by email

Discover the available flow templates with emails and how to configure them

Configure the flow

Required actions

Optional actions

Receive information on another channel

Modify the email content

Test and validate the flow