This guide explains how to create and configure a new flow in Flowsite for integration with Microsoft Power Platform. This process allows users to connect Dashpivot, Gearbelt, or Sitemate Start data with Power Platform workflows, enabling automation and data syncing across systems.
Prerequisites
Before you begin make sure you have the following:
Plan: Premium and Platinum plans
Permission: Access to Flowsite, and a Sitemate Suite connection
Skills Required: Flowsite basic configuration
Device Type: Computer
Subscription: Flowsite, Microsoft Power Platform and the Sitemate Suite
Step-by-Step Instructions
1. In the Connections tab, ensure Dashpivot, Gearbelt or Sitemate Start is connected
2. Select the Flows tab at the top & click Create Flow
3. A flow selector modal should appear with a thumbnail for Hosted Source for Power Platform — the card now shows Dashpivot, Gearbelt, and Sitemate Start as source options
4. Click on the flow thumbnail and a new Hosted Source flow will be created
5. Configure the flow by providing a Trigger time in the recurring time trigger block
6. Define the System, Workspace, and Module Source:
Dashpivot Templates → Paste the Template ID into the input
Dashpivot Actions → This will generate a CSV of the actions from the selected workspace
Gearbelt Source → Select the data type to generate a CSV of that data from the selected workspace e.g. inspections, assets etc
Sitemate Start Templates → Select Sitemate Start as the source, then choose the account-layer template. Flowsite will pull forms from all workspace copies of that template in a single export.
7. When configuration is complete, press Save. This will automatically trigger the first run of the flow before you link it to Power Platform.
8. Open Microsoft Power Platform to finish linking the flow using the provided URL, username, and password generated by Flowsite.
Notes
The Sitemate Start connection must be created by a user with Account Admin permissions. If that user is later demoted, the flow will error until a new connection is made.