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Integrations

Advanced Forms is a flexible form solutions platform.

While our standard service caters to most needs, we recognize that every organization has different needs.

Integrations are constantly being developed to meet our clients' specific needs.

We also have an API if you wish to develop your integration.

Contact support if you wish to discuss this further.

Microsoft Power Automate (Flow)

Microsoft Power Automate (previously Microsoft Flow) is available as part of Office 365 and lets you connect over 300 sources to automate repetitive business tasks and processes.

Using the Advanced Forms Power Automate integration, you can automatically send form responses to any apps or services available on Power Automate and trigger various actions based on your needs.

Power Automate apps and services include:

  • OneDrive

  • Outlook 365 mail or calendar

  • SharePoint

  • MS Teams

  • Excel

  • Access

  • Dropbox

  • Google Drive

  • Gmail

  • SQL

  • Dynamics

  • Local file storage

  • Power BI

How to connect Advanced Forms to Power Automate

  1. Enable Power Automate integration in Advanced Forms

  2. Download connector files

  3. Configure a custom connector in Power Automate

Enable Power Automate integration in Advanced Forms

Firstly, you need to enable the Power Automate integration in your Advanced Forms account:

  1. Open any form in edit mode and go to the Form Settings tab.

  2. Select the Integrations tab.

  3. Select the Microsoft Power Automate checkbox.

  4. Click Generate new client credentials to generate a Client ID and Client secret.

  5. Save these details for configuring the custom connector in Power Automate in the following steps.

    The client credentials can not be viewed again later, so copy the information now.

Download connector files

Download the following API .json file for configuring the custom connector in Power Automate in the following steps.

Custom Connector API file

Configure a custom connector in Power Automate

  1. Sign in to your Power Automate account and select Custom connectors in the side menu.

  2. If you cannot find Custom connectors in the side menu, select More  Discover all and select the pin icon next to Custom connectors to add it to your menu.

  3. Select New custom connector  Import an OpenAPI file.

  4. Enter your preferred connector name (for example, Advanced Forms), which will be used when you need to find triggers and actions related to Advanced Forms.

  5. Click Import and select the Custom Connector API file you downloaded earlier.

  6. Click Continue.

  7. Upload the Custom Connector logo you saved earlier.

  8. Leave everything else and select Security to move to the next screen.

  9. Enter the Client ID and Client secret provided when you enabled the Power Automate integration in your Advanced Forms account.

  10. Copy these URLs into the form.

    The Token URL and Refresh URL are the same.

  11. Leave all other default settings, then Click Create connector.

    It might take a few seconds for the connector to be created.

  12. Click Copy on the redirect URL field to copy the value.

  13. Go back to Advanced Forms  Power Automate integration settings and update the client credentials you created in the previous steps.

  14. Next to the client credentials, click Configure.

  15. Paste in the redirect URL value you copied from Power Automate.

  16. Click Save.

  17. Return to Power Automate and click Custom connectors in the side menu.

  18. Next to the Advanced Forms Custom connection, Click the + icon to authorize Power Automate with your Advanced Forms account.

  19. An Advanced Forms Authorization Request dialog window will appear. If you are not logged into Advanced Forms, you will be prompted to sign in to complete the authorization.

  20. Select Authorize. The connection is now set up, and you are ready to start creating flows with Advanced Forms in Power Automate.

How to use Advanced Forms in your flows

The most common scenario for creating a flow with Advanced Forms is to trigger an action in another system when a form response is submitted in Advanced Forms.

This often involves automatically sending answers from a form response to another system.

To create a flow with Advanced Forms in Power Automate:

  1. Select Create in the side menu.

  2. Select Automated flow.

  3. Enter a Flow name of your choice.

  4. Select Skip.

  5. Search triggers: Advanced Forms.

  6. Select the trigger: When a form response is submitted.

  7. Select the relevant form from the list.

  8. Choose the action you want to happen automatically when submitting a form response.

Example: Send an email containing data from your form response

In this example, you can send an email from Power Automate containing some information from a form response in Advanced Forms.

  1. Complete steps 1-7 from How to use Advanced Forms in your flows.

  2. Search for: Send an email.

  3. Select the Send an email action for the service you would like to use (for example, the default Power Automate mail service)

  4. Enter a To address, Subject, and, Body text.

  5. Using the Dynamic Content window, you can add dynamic content from your form response to the To, Subject, or Body fields.

  6. Click Save to complete the setup.

Every time the nominated form is submitted, you should receive an email containing the details you set up.