OnePlan (Preview)

This connector is available in the following products and regions:

Service	Class	Regions
Copilot Studio	Premium	All Power Automate regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Logic Apps	Standard	All Logic Apps regions except the following:      -   Azure Government regions      -   Azure China regions      -   US Department of Defense (DoD)
Power Apps	Premium	All Power Apps regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)

Contact
Name	OnePlan Support
URL	https://support.oneplan.ai/
Email	support@oneplan.ai

Connector Metadata
Publisher	OnePlan, LLC
Website	https://oneplan.ai/
Privacy Policy	https://oneplan.ai/privacy-policy
Categories	Business Management;Productivity

OnePlan Connector

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization. OnePlan connects with Microsoft Project, Microsoft Planner, Azure DevOps, Jira, Smartsheet and more for a complete view into all work across the enterprise.

Publisher: OnePlan AI

Prerequisites

You will need the following to proceed:

• A Microsoft Power Automate subscription
• A valid subscription in OnePlan
• OnePlan Authentication Key.

Getting Started

Create a new OnePlan Group. Go to Configuration page (gear icon on the top-right) and request to enable advanced settings. Once Advanced Settings is enabled, go to Integrations page, and add a new authentication key. Use that key to create the OnePlan Power Automate connector. Contact customer support for assistance.

Supported Operations

'Get Plan':

Description: Get an individual plan from your OnePlan Group based on the Plan Id. Includes built-in fields and custom fields for the plan.

Parameters: Plan Id

Returns: WorkPlan

'Update Plan':

Description: Updates a plan using Plan ID. Needs Plan ID and the fields that need to be updated. Returns the updated plan to the action.

Parameters: Plan ID, WorkPlan Body

Returns: Updated WorkPlan

'Stamp Mapping':

Description: This action will stamp mapping information onto a plan. This will let the plan know about its connection to the external system.

Parameters: Plan ID, Flow ID, External System ID, External System Url

Returns: Success Message

'Get Mapped Plan Item Id'

Description: This action will use the flow id and the external item id to return plan id that it belongs to. Useful for when you want to find the plan for an external item.

Parameters: Flow ID, External Item Id

Returns: Plan Id

'Step Update':

Description: Allows you to automatically update process steps for a workplan, changing the stage the workplan is currently in.

Parameters: WorkPlan Id, Step Name, Step Id

Returns: Success Message

'Step Approve':

Description: For gated steps, allows you to approve a process step automatically.

Parameters: Plan ID, state

Returns: Success Message

Supported Triggers

'Step Change Trigger':

Trigger Action for when step changes

Required parameters: None

'Plan Update Trigger':

Trigger Action for when Plan gets updated

Required parameters: None

Obtaining Credentials

Navigate to my.oneplan.ai, setup a trial group and follow the onboarding process. For any inquires reach out to OnePlan Support

Known Issues and Limitations

The connector does not support Work Plan actions at the moment.

Deployment Instructions

Create a custom connector with the given api definition file, validate, and in the Test section add a new connection. To get the key go to your OnePlan group's config page. Navigate to Integrations from left bar and add a new authentication key. Copy the same key as the value for your connector to connect to your OnePlan environment.

Creating a connection

The connector supports the following authentication types:

Default	Parameters for creating connection.	All regions	Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
username	securestring	The username for this api	True
password	securestring	The password for this api	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Add or Update Integration to Plan	Adds or Updates Plan Integration Information
Approve a Process Step for a Plan	Approve a process step for a plan
Create a New Plan	Creates a new Plan
Get Plan Details by Plan Id	Get WorkPlan
Get Plan Id by Integration Information	Gets Plan Id of the integrated plan based on Flow ID and external Item Id
Get Plan Type Id	Return the Plan Type Id by Plan Type Name
Get Resource By Id	Returns built in and custom Resource fields by Resource ID
Lookup Resource Id	Return a Resource uuid using Email and Name
Update a Plan by Plan Id	Updates the Plan Fields by Plan Id
Update the Process Step by Plan Id	Updates the Plans Process Step by Plan Id

Add or Update Integration to Plan

Approve a Process Step for a Plan

Create a New Plan

Get Plan Details by Plan Id

Get Plan Id by Integration Information

Get Plan Type Id

Get Resource By Id

Lookup Resource Id

Update a Plan by Plan Id

Update the Process Step by Plan Id

Triggers

When a Plan is added	Events by list
When a Plan is Updated	Events by List
When a Process Step Changes	Events by list

When a Plan is added

When a Plan is Updated

When a Process Step Changes