Process Automation with Power Automate
Benefits of Connecting to Power Automate
The integration of buildagil with Microsoft Power Automate enables the automation of workflows within buildagil as well as between buildagil and third-party systems, without requiring any programming knowledge. Flows can react to changes in buildagil in an event-driven manner as soon as they occur. Additionally, actions can be performed in buildagil, such as creating or updating tasks and documents. Typical use cases include automatically moving documents based on their status, automatically categorizing items based on their content, or forwarding information to third-party systems when items are created or modified in buildagil. The available triggers and actions correspond to the capabilities of the buildagil openCDE API. For more information, see the following article: Buildagil openCDE API.
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Creating the Custom Connector
To connect Microsoft Power Automate to buildagil, you must first set up a custom connector. This allows Power Automate flows to access project data in buildagil via the openCDE API. The connector is created under the "Custom Connectors" menu item.
To do this, first open the "Custom Connectors" option in Power Apps under "More" and "Data."
Next, select the "Import OpenAPI from URL" option via "New Custom Connector," enter a name, and paste the following URL: https://api.swaggerhub.com/apis/buildagil/openCDE-API-PowerAutomate/1.0. You can now optionally enter additional general information about the connector.
Authentication is then configured in the "Security" division. This is based on the OAuth 2.0 Authorization Code Flow of the buildagil openCDE API. Enter https://api.buildagil.com/bcf/oauth2/token as the refresh URL, along with the client ID and client secret.
After entering all the information, the connector is created by clicking "Create Connector" and will then be visible under "Custom Connectors."
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Testing the Connection
Once the connector has been set up and the redirect URL has been enabled, you can select the connector in Power Automate for further use.
To test the connection, add a trigger or action to a new or existing flow and filter by "Custom." The connector you created earlier will appear in the list and can be selected. The first time you use it, you’ll be prompted to log in. Once you’ve successfully logged in, the connection is set up and the connector can be used in flows.
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Updated on: 09/09/2026