Set Up the OnePlan Connector in Power Automate

  • Updated

This article explains how to configure Power Automate to work with OnePlan.

Note
This article does not include instructions for building flows in Power Automate. Refer to Microsoft's Power Automate documentation for guidance on creating flows.

Requirements

Before setting up the OnePlan connector in Power Automate, ensure the following:

  • Tenant approval for OnePlan integrations
    A OnePlan tenant administrator must approve integrations.
    • Navigate to: OnePlan Configuration → Integrations.
    • A link below the Authentication Key section allows the admin to make approvals.
      Approve Integrations.png
  • Owner permissions in OnePlan
    The user completing the setup must have Owner‑level permissions.
  • Power Automate Premium license
  • Keep OnePlan and Power Automate open
    Keep each application in a separate browser tab during setup.

Generate an API Authentication Key in OnePlan

  1. Open your OnePlan group and select the gear icon to open OnePlan Configuration.
  2. Go to Integrations.
    Integrations Add Key.png
  3. Select Add Key to create a new authentication key.
  4. Enter a Key Name, copy it, and save it for later. Select Add.
    Add Key Name.png
  5. Copy the generated Authentication Key and save it securely.
    Copy Authentication Key.png

Note
Once you leave the page, your authentication key will be hidden and cannot be retrieved again.

Set Up the OnePlan Connector in Power Automate

  1. In Power Automate, go to Connections → New connection.
    Power Automate New Connection.png
  2. Search for OnePlan, then choose Create.
    Fine and Select OnePlan Connector.png
  3. Select/Enter:
    1. OnePlan Region: Select the appropriate region when setting up a new connection. The default region is my. Available regions include: Default (my.oneplan.ai), EU (eu.oneplan.ai), AU (au.oneplan.ai), and CA (ca.oneplan.ai).
    2. Key Name: Enter the Key Name you saved from step 4 of Generate an API Authentication Key in OnePlan.
    3. Key Value: Enter the Authentication Key you saved from step 5 of Generate an API Authentication Key in OnePlan.
  4. Then select Create.
    2026-02-03_OnePlan Connector Settings.png
    If the connection status shows Connected, the setup is successful.
    Power Automate Connection Successful.png

Create a Test Flow in Power Automate

  1. Go to My Flows.
    My Flows Power Automate.png
  2. Select New Flow → Instant cloud flow.
    New Instant Cloud Flow.png
  3. When prompted, select Skip.
    New instant cloud flow screen skip.png
  4. Select Add a trigger, search for “OnePlan,” and choose When a Plan Gets Updated.
    Select a trigger.gif
  5. Select + → Add an action. Search for “OnePlan” and choose Get Plan Details by Plan ID.
  6. In the Plan Id field, click the lightning bolt icon and choose Id.
    Add Action.gif
  7. Name your flow, copy the name, then select Save.

Enable the Event in OnePlan

  1. In OnePlan, go to Admin → Integration.
    A new item should appear in Events.
    New item in Events.png
  2. Select the Edit icon for the new event.
  3. Configure:
    • Strategy: paste in the flow name from Step 7
    • Trigger: select Update
  4. Select Save.
    Update Event Item 2.png

Test the Flow

  1. In Power Automate, open your flow and select:
    Test → Manually → Test
    Manually Test Flow.gif
  2. In OnePlan, open the plan used for the event configuration.
    Modify any plan-level field (e.g., Description).
    Screenshot 2024-07-31 111947.png

Note
Any plan-level field change will trigger the flow.

Verify the Results

  • In OnePlan, go to Admin → Integration → Events.
    Select View Log next to your event.
    You should see a new Success entry.
    View logs.png
  • In Power Automate, confirm the message:
    Your flow ran successfully.
    Flow Ran Successfully.png

Available Uses

Triggers

  • When a Step Changes: Triggered when a Process Step changes.
  • When a Plan Gets Updated: Triggered on plan update.
  • When a Plan Is Added: Triggered when a new plan is created.

Actions

  • Create a New Plan: Creates a new plan.
  • Update a Plan by Plan Id: Updates the plan fields by Plan ID.
  • Get Plan by Plan Id: Returns built‑in and custom fields by Plan ID.
  • Add/Update Integration to Plan: Adds or updates plan integration information.
  • Lookup Resource Id: Returns a resource ID using email and name.
  • Get Resource By Id: Returns built‑in and custom resource fields by Resource ID.
  • Get Plan Type Id: Returns the plan type ID by plan type name.
  • Get Plan Id by Integration Information: Gets the plan ID of the integrated plan based on Flow ID and external item ID.
  • Update Process Step by Plan Id: Updates the plan’s process step by Plan ID.
  • Approve a Process Step by Plan Id: Approves a process step for a plan.
  • Lookup Tasks by Plan Id: Returns tasks in the selected plan that match specified field criteria.
  • Create a New Task: Creates a new OnePlan task.
  • Update an Existing Task: Updates an existing OnePlan task.
  • Get List of Task Fields: Retrieves a list of task fields.
  • Get Last Status Report: Returns the latest status report.
  • Get Status Report Docx: Generates and retrieves the status report in DOCX format for the selected project or plan.
  • Lookup WorkPlan: Returns all workplans that match the given field criteria.
  • Get List of WorkPlan Field Names: Retrieves a list of workplan fields.
  • Get Task Choice Fields: Returns all available choice value options for task‑level fields.
  • Get Resource Choice Fields: Returns all available choice value options for resource‑level fields.
  • Get WorkPlan Choice Fields: Returns all available choice value options for workplan‑level fields.
  • Get List of Task Field Names: Retrieves a list of task fields.

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