Easily integrate Formstack Documents with go-to cloud apps like Microsoft Power Automate. Level up your Formstack tools, for example, by generating an invoice from Microsoft Dynamics CRM and saving the document in SharePoint. Here's how!
Set up Document
Step 1: Set up a template within a Word document. Within the template, use merge fields like {$FirstName}, {$CompanyName}, {$Amount} to insert your customer invoice information.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, create a PDF version of the invoice and include the name of the customer in the file name.
Step 4: Pick how you want it delivered and select Next. In addition to saving it to SharePoint, you may want to send a copy to your customer. To do so, use a merge field for the customer's email address or choose <
Connect to Microsoft Power Automate
After you have updated your email delivery, set up the process inside Microsoft Power Automate and create a new flow.
Step 1: Inside Microsoft Power Automate, select My Flows > New Flow > Automated Cloud Flow
Step 2: Set the trigger as Dynamics CRM and the "When a record is created" option.
Step 3: You'll be prompted to log in to your Dynamics account, Microsoft Power Automate will have you pick your organization and then the object that you want to monitor (New Opportunities).
Step 4: Next, set up the action of the Flow. Choose Formstack Documents then Merge Document as the action.
Step 5: After you authenticate your Formstack Documents account, Power Automate will load the list of documents in your Formtack Documents account. Here, find and select the created invoice template and Power Automate will load a list of the merge fields in the document.
Step 6: Pick the corresponding field from Dynamics CRM for each merge field. In return, this will populate data into the correct spots within your template.
Step 7: After you have matched all the merge fields, add one additional option to automatically save the file in SharePoint:
Click the Add Action button and choose SharePoint from the list. After you authenticate the SharePoint account, choose the folder where you would like the files to be saved.
Step 8: Test the integration. Once the setup has been completed, log in to Dynamics CRM and add a new opportunity. Power Automate will detect the opportunity, send data over to Formstack Documents, and then your invoice will be emailed out and saved in SharePoint.