Project Management Flows

Technical Objectives

• Communication with Project Management Tools is possible
• Creating custom procedures to automate tool synchronization

Technology Used

Our solution was based on the following technologies:

• Microsoft 365 Power Automate
• Azure Functions
• PowerShell/Azure CLI
• ARM Templates

Benefits

• Sync between the source and target systems was automated
• There is no need for manual involvement to make the entire process work
• This can be utilized as a document backup solution regularly
• Notifications in real-time

Our Solution

We built bespoke connections for Power Automate to consume APIs from Project Management Tools.

We also created actions and trigger events as a result of this. Custom Actions made it possible to read data from third-party tools, while triggers ensured that the source and target systems were in sync in real-time.

To make the solution easier and smoother, we designed Azure functions to handle file activities.

We created Power Automate Flows once we had the above collection of items ready. These flows were set up to run whenever there was a change in the Project Management tool. Flows were in charge of keeping Project Management tools and target systems like Procore, SharePoint, and others in sync.