How to Configure a Power Automate Action for Plan Automations in OnePlan

Direct Answer: How to Configure a Power Automate Action for Plan Automations in OnePlan

To configure the Power Automate action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Power Automate, select a flow from the Power Automate Strategy field, configure Fields Sent, choose whether to Run and Continue or Wait for Response, configure any success actions, then select Update to save.

What This Article Covers: Power Automate Action

This article explains how to configure the Power Automate action for Plan Automations in OnePlan. Use this action to trigger external workflows in Microsoft Power Automate when a plan meets the trigger conditions defined in your automation.

What you will accomplish
By the end of this article, you will be able to add and configure a Power Automate action for a plan automation, including selecting a flow, passing plan data, and controlling how the automation responds to the flow outcome.

Before You Begin: Power Automate Action

Before you begin, make sure you have:

A OnePlan account with Licensed permissions
Contributor or Owner access to the plan
A Plan Automation trigger already configured
A Power Automate flow already created
Power Automate connected to your OnePlan environment using the OnePlan connector — see Set Up the OnePlan Connector in Power Automate

See trigger articles: How to Configure a When a Date Passes Trigger for Plan Automations in OnePlan, How to Configure a When a Field Changes Trigger for Plan Automations in OnePlan, How to Configure a When a Process Step Changes Trigger for Plan Automations in OnePlan, How to Configure a When an Item Is Created Trigger for Plan Automations in OnePlan.

Why This Matters: Power Automate Action

The Power Automate action in OnePlan triggers external workflows from plan automations. When the automation runs, the configured Power Automate flow executes using the selected plan data. This action is commonly used to integrate OnePlan with external systems, trigger automated notifications or approvals outside of OnePlan, synchronize plan data with other platforms, and extend automation workflows beyond the OnePlan environment.

The action also allows you to control whether the automation continues immediately or waits for a response from the flow before proceeding.

Step-by-Step: Configuring a Power Automate Action in OnePlan

Task: Add the Power Automate Action

In the Plan Automations editor, select Add Automation Action.
Choose Power Automate from the list.

The configuration panel opens on the right side of the screen.

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Task: Configure the Power Automate Action

Power Automate Strategy — Select the Power Automate flow to run when the automation is triggered. The available options are flows that are already configured and connected to OnePlan using the Power Automate connector. The selected flow determines what external process will be executed.

Fields Sent — Select one or more plan-level fields to send to the Power Automate flow. These fields pass plan data to the flow during execution, allowing the flow to use plan information in external processes.

Wait for Flow Response — Choose how the automation behaves after triggering the flow:

Run and Continue — The automation triggers the flow and immediately continues to the next step.
Wait for Response — The automation pauses and waits for a response from the Power Automate flow before continuing.

Task: Configure Success Actions

Configure the actions that run when a response is received from Power Automate. Available actions include Send Notification, Update Plan, Reorganize Plan, and Stop. Multiple actions can be added to execute after a successful response.

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Task: Understand Cancel Behavior

If the Power Automate flow does not return a response, the automation does not proceed to additional steps and stops execution. This ensures that downstream actions only occur when a valid response is received.

Task: Save the Action

Review the Power Automate configuration.
Select Update to save the action.
When finished configuring the automation, select Save.

Frequently Asked Questions: Power Automate Action

Q: Do I need to create a Power Automate flow before using this action in OnePlan?
A: Yes. In OnePlan, the Power Automate action requires an existing flow that is already created and connected using the OnePlan connector before it can be selected in the Power Automate Strategy field.

Q: What happens if I choose Run and Continue for the Power Automate action in OnePlan?
A: In OnePlan, selecting Run and Continue triggers the Power Automate flow and immediately continues the automation, allowing additional actions to run without waiting for the flow to complete.

Q: What happens if I choose Wait for Response for the Power Automate action in OnePlan?
A: In OnePlan, selecting Wait for Response pauses the automation until a response is received from Power Automate, ensuring that subsequent actions depend on the flow outcome.

Q: What happens if the Power Automate flow does not return a response in OnePlan?
A: In OnePlan, if the flow does not return a response, the automation stops and does not proceed to any success actions.

What to Do Next: Power Automate Action

Add more actions to your automation:

Review the full configuration process: