Skip to main content

Search

Power Automate Integration (Microsoft Flow)

Alyssa Cook
  • Updated

Power Automate (formerly known as Microsoft Flow) allows you to connect your forms with hundreds of different pre-built systems and activities.

 

You can implement multi-stage workflows where different logic or integrations are applied, depending on your form data. For example, you may want to pass some of your form data to Sharepoint or Salesforce, or save data to your database, or even send image data to the Azure Blob store. Power Automate also offers the ability to add approvals into your submission flow.

 

Important Note

  • To use the CP connector, you’ll need a premium Power Automate account. You may find you already have a license with your Office 365 account, or if not you can sign up for a trial or paid account from the Power Automate site.

 

Instructions

1. Copy Your API Key

  1. Navigate to Developer Keys on your CivicOptimize site
    developer_keys.png
  2. Copy your Power Automate API Key
    power_automate_api_key.png
    • Note: If you do not have a Forms API key, you will need to create one

2. Create a Trigger

  1. Open the Power Automate site
  2. Navigate to the Connectors tab and select the CivicPlus Transform connector in the list
    connectors.png
  3. Select the trigger, Triggers when a Form submission occurs, to start your flow
    trigger_when_a_form_submission_occurs.png
  4. The first time you select the CivicPlus connector, you’ll be asked to enter the Connection Name (this can be anything), as well as the API Key you copied from your CivicOptimize instance
    connection_name_and_api_key.png
  5. Click Create
    create.png

3. Add an Action

  1. Click New Step
    new_step.png
  2. Search for an action to add to the flow - the CivicPlus Transform app has the following actions available:
    search_for_actions.png

    • Generate Form Submission PDF: This trigger will allow you to generate a PDF of the submission data similar to the Email + PDF submission event. This PDF can then be added to other connectors. This action can optionally include or exclude the submission ID in the PDF.
      generate_form_submission.png

    • Retrieve Form Submission Data: The trigger doesn’t contain all of your form data. To get the data your user has submitted, you can use the “Retrieve Form Submission Data” action. This action will bring back an object containing both the form definition and the submission data, allowing you to build out your flow from there.
      retrieve_form_submission_data.png

    • Retrieve Form Submission Attachment: This action allows you to retrieve any attachments from the form submission (Camera, Files, Signature, Checklist-Files), and pass them into your flow. This will require getting the element's attachment ID, this can be obtained using the Parse JSON connector.

    • Parse JSON: In most cases, you will want to use the Parse JSON connector to take your data and turn it into dynamic values you can use in further flows. In order to parse the JSON value, you will need access to the form's JSON Schema. Make sure the Content field also lists Submission Data. 
      schema.png
  3. Click Savesave.png

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.