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.
To learn more about using the Microsoft Power Automate integration with Formstack Forms, check out this help article.
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.
Read this help article to learn how to set up the Microsoft Power Automate integration for Formstack Documents in minutes.