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Microsoft Power Automate

Microsoft Power Automate Integration

Put your workflows on autopilot by connecting Formstack to hundreds of web services with Microsoft Power Automate.

Microsoft Power Automate Forms Integration

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Integration Overview

The Formstack Forms integration with Microsoft Power Automate makes it simple to streamline your data capture and eliminate time-consuming tasks from your workflows. Seamlessly pass form data and file uploads to your Microsoft products and hundreds of other third-party apps. You’ll never need to manually upload files or submissions to your Microsoft systems again.

Partner Overview

At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world.

Use the integration to:

  • Connect your forms to systems like Microsoft Dynamics and Excel to quickly update existing data and records or create new entries. You’ll be able to act on new information more quickly while keeping your systems updated and error-free.
  • Use the Teams connector to send notifications to coworkers every time a new form submission comes through. Your team will be able to see submissions arrive in real-time so they can respond to customer needs and requests faster.
  • Use your forms to send file uploads and photos to apps like SharePoint and OneDrive. You can choose which folders you’d like to send files to so you can keep important uploads organized and easily accessible.

What You Need

  1. Formstack Forms account
  2. Power Automate account

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How It Works

  1. Within your Formstack Forms account, build a form then head over to your Power Automate account to create your flow and select your form submission trigger.
  2. Authenticate your accounts.
  3. After your connector is set up, you’ll be able to send your form data and file uploads to all of your Microsoft products, plus hundreds of other third-party applications.

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Find Out More

To learn more about using the Microsoft Power Automate integration with Formstack Forms, check out this help article.

Microsoft Power Automate Documents Integration

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Integration Overview

With the Microsoft Power Automate integration, you can build intelligent document workflows that eliminate manual data entry and boost productivity. Easily set triggers and actions that link data to Formstack Documents.

Partner Overview

At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world.

Use the integration to:

  • Instantly pull information from web services like Microsoft Dynamics and populate it into your documents. After initial setup, your data will merge between Microsoft and Formstack Documents automatically.
  • Streamline your document preparation and eliminate time-consuming tasks with seamless workflows that automatically create your documents for you. No manual data entry required.
  • Quickly deliver generated proposals, contracts, applications, letters, and other documents to clients, team members, or third-party apps such as your CRM or favorite cloud storage solution.

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What You Need

  1. Formstack Documents account
  2. Power Automate account

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How It Works

  1. Set up your template within Formstack’s online document builder and set up your delivery.
  2. Create your flow within Power Automate, select your trigger, and choose Formstack Documents as the action of your flow.
  3. Once set up, map your fields according to the Microsoft product you’d like to use. After that, all you need to do is test your flow and you’ll be ready to get started!

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Find Out More

Read this help article to learn how to set up the Microsoft Power Automate integration for Formstack Documents in minutes.


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Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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