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Microsoft SharePoint

Microsoft SharePoint Integration

Automatically send form uploads and generated documents to your SharePoint account.

Microsoft Sharepoint Forms Integration

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Integration Overview

The SharePoint integration with Formstack Forms is an easy, automated way to share and organize important file uploads. Use Microsoft Power Automate to connect the two systems together so you can send documents, photos, and other files to SharePoint as soon as they are submitted. No manual uploads needed.

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:

  • Send uploads to different folders in SharePoint so you can keep your most important files organized and easily accessible.
  • Store files in a single, secure location so coworkers can review uploads and take action on customer needs more quickly.
  • Eliminate manual data entry from your processes so you can spend less time on busy work and more time doing what matters.

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What You Need

  1. Formstack Forms account
  2. SharePoint account
  3. Power Automate account

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How It Works

  1. Create your Formstack form and build your flow within Power Automate by choosing a name and selecting your triggers.
  2. Authenticate your Formstack and Microsoft Power Automate accounts.
  3. Once you’ve connected your accounts and set up your flow, select your form, choose SharePoint and the action you want to trigger, and select your file destination.

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Find Out More

Read this help article to learn how to set up a SharePoint automation workflow with Formstack Forms.

Microsoft Sharepoint Documents Integration

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Integration Overview

With the SharePoint integration for Formstack Documents, you can generate custom proposals, contracts, and other files and send them directly to your SharePoint account. Quickly access important documents without having to dig through endless email threads or Slack messages.


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:

  • Populate custom documents with data from Formstack Forms, your CRM, or other third-party apps.
  • Stay organized by sending generated documents to designated folders in your SharePoint account.
  • Save your team time with a SharePoint automation process that makes accessing important documents quick and easy.

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What You Need

  1. Formstack Documents account
  2. SharePoint account
  3. Power Automate account

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How It Works

  1. Set up your template using the online document builder in Formstack Documents, customize it to your liking, and select your delivery method.
  2. Create a SharePoint list and Formstack Documents flow in Power Automate by connecting your accounts.
  3. Select your document template from within your Power Automate account, map merge fields from your document to your SharePoint list, save your flow, and test.

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Find Out More

To learn more about the SharePoint integration options for Documents, check out this help article:

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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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