Formstack Forms to Microsoft Teams

Responding quickly to your customers and employees requests is crucial to business success today.  Being able to receive notifications where your team is spending their time will give you a major advantage.  

Microsoft Teams is one of the top business communication channels where businesses are getting work done today.

By setting up the Formstack Forms<>Microsoft Teams integration you can receive notifications immediately anytime somebody fills out one of your forms in a specific channel in Microsoft Teams.

 

Here's a quick video to show you how to get everything set up:

 

How to Setup 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>Instant 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 prompts to sign into your Formstack Forms account using your username/password 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 Microsoft Teams & Your Action

 

Step 7:  Choose the Channel you want to Notify & Customize Notification

To setup your notification to the right place, follow the below easy steps:

  1. Team:  The name of your Teams Account
  2. Channel:  Choose the Channel in Teams that you want to notify
  3. Message:  Customize your message to be sent to the channel upon form submission
  1. You can type in a custom message
  2. You can use values submitted in your form by clicking “Add dynamic content”
  1. You’ll see a dropdown of all of your form questions
  2. Simply add the form questions in your message & the values submitted in the form will be merged into these placeholders in each notification.  Super simple!

 

Step 8:  Save & test your flow

Click save on your flow & now you are ready to test.

To test your new flow, simply make a form submission on your Form & watch your notification pop in your channel in Teams!
Congrats!  Now your team will be notified every time somebody submits a form!

Notes

Dropdowns and Checkbox fields require the use of a Join data operation. To learn more, click here.

Uploading a file from a Formstack Form via PowerAutomate to another software product like OneDrive or Sharepoint requires a small simple workaround. For more information click here.

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