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Configure a Microsoft Power Automate integration with Advanced Forms

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

Before you start

  • Read Forms integration API endpoints to choose the best API region based on your Squiz DXP Organization location.

  • Have a Custom Connector Logo available to upload as the custom connector icon in your automation.

Steps

The steps to configure Microsoft Power Automate for Advanced Forms break down into three step groups:

  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

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. Click 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 Click Custom connectors in the side menu.

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

  3. Click 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 upload the Custom Connector API file you downloaded in Download connector files.

  6. Click Continue.

  7. Upload a Custom Connector logo to identify the connector visually.

  8. Leave everything else as default settings and click 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. As prefaced in the Before you start section, paste your region’s Authorization, Token and Refresh Integration API URLs into the form.

  11. 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. Click Authorize.

Next steps

The connection is now set up, and you can follow the steps in Create a Microsoft Power Automate flow for Advanced Forms.