The ISOPlanner connector for Microsoft Power Automate connects many applications to the ISOPlanner ecosystem. For example, Microsoft Dynamics 365, SharePoint and Teams (but also non-Microsoft products) can be easily connected. You can create workflows that respond to events from within ISOPlanner or execute various actions to create tasks and manage the library. Processes like incident handling, document approval and supplier assessment can be implemented as workflows and the evidence (that the auditor wants to see) can be stored in ISOPlanner.
- Power Automate Premium license. Click here or more information/pricing
- ISOPlanner Management User license.
Please check the tutorials below to learn the basics and get new ideas.
Tutorial 1: Start a workflow when an event is created in ISOPlanner #
This tutorial helps you understand the basics.
Tutorial 2: Use an external trigger for a workflow and perform actions in ISOPlanner #
In this tutorial, we’ll show you an example how users can register an incident in ISOPlanner by creating a post in a Teams channel.
Tutorial 3: Use an Approval template to send approvals #
In this tutorial, we’ll show you how to create an approval flow for SharePoint pages and SharePoint documents.