Microsoft Power Automate with Forms

Sync form responses and create powerful workflows

With the Formstack Forms connector on Power Automate, you can streamline your work processes by sending your form data and file uploads to all of your Microsoft products. 

Below you can see listed the different ways you can use the integration, with links to specific setup instructions for each Microsoft application:

• Send data to Excel online
• Send data as part of a notification to Teams
• Send data to Microsoft Dynamics
• Send file uploads & photos to One Drive
• Send filed uploads & photos to Sharepoint

Make time-consuming tasks a thing of the past with Formstack Forms and Microsoft Power Automate.

Set up Integration

Step 1:  Build a Form in your Formstack Forms Account.

Step 2:  Select a New Flow in Power Automate. 

You can do this by logging into your Power Automate account and clicking My Flows>+New Flow>Automated Cloud Flow.

Step 3:  Name Flow & Select the Formstack Forms Trigger. 

• Give your flow a name of your choice.
• Type in Formstack Forms in the “Choose your flow’s trigger” box & select “Triggers when a form is submitted.”
• Click Create.

Step 4:  Connect your Power Automate & Formstack Forms Accounts

Follow the prompts to sign into your Formstack Forms account using your username and password or use one of our single sign-in options and give Power Automate permission to connect.

Step 5:  Select a Form

From the dropdown, select a form that you’d like to use in this flow & click + New Step.

Step 6:  Choose the 3rd Party App you want to send data & the Action

Step 7:  Map Forms Fields to Fields in your Selected 3rd Party App. 

You’ll see available fields from your selected 3rd party app that appear on the left side of your screen (ie.  First Name & Last Name in example below) & you’ll see an empty box to the right of each one.  

Below the empty box select “Add Dynamic Content” and you'll see a menu that pops up with all of the questions from your Formstack Form.

Simply add the Formstack question to the box that lines up with each of the fields in the 3rd party app where you want to send the data & click save.  Super simple!

Step 8:  Test your flow. 

You can test your new flow by making a form submission on your selected Formstack Form & make sure your data shows up in your 3rd party application.

Congrats!  You can now automate all of your data collection into your favorite apps!