Blog

What You Should Know About the Power Automate Integration

Blog

What You Should Know About the Power Automate Integration

Blog

What You Should Know About the Power Automate Integration

Blog

What You Should Know About the Power Automate Integration

Blog

What You Should Know About the Power Automate Integration

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Blog

What You Should Know About the Power Automate Integration

Ashley Alexander
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August 10, 2021
Blog

What You Should Know About the Power Automate Integration

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August 10, 2021
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In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

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What You Should Know About the Power Automate Integration

Blog

What You Should Know About the Power Automate Integration

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In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

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What You Should Know About the Power Automate Integration

Learn how Formstack’s Microsoft Power Automate integration can help your team simplify workflows and save time on document preparation.
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In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems. 

Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.

The integration works with all Microsoft products.

With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:

  • Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
  • SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.

However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.

Curious how the Power Automate integration works? Check out this webinar to get an inside look.

You need a license for the products you’d like to use.

Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:

  • A Documents Starter plan or higher
  • Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
  • A $15 per user license for Microsoft Power Automate

Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.

The integration saves hours of work.

How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents. 

The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.



The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.

Ashley Alexander
Ashley is the Senior Copywriter at Formstack. She spends most of her time writing, reviewing, and editing copy for web pages, emails, sales docs, and other promotional content. Before joining the Formstack team, she studied Professional Writing, Creative Writing, and Anthropology at Purdue University. She currently lives in Indianapolis, Indiana.
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