Start using Power Automate

You can use Plumsail Documents connector for Power Automate (Microsoft Flow) to start a process. Start by creating an API key. You will need it in your Flow.

Then add the Start process action to your Flow. You will be asked for ‘Connection Name’ and for ‘Access Key’. You can type any name for the connection. For example, ‘Plumsail Documents’. Then paste API key that you created earlier to ‘Access Key’.

Screen of Plumsail Documents

Optionally, once the action is executed you can get the result document as an output of the action and continue to work with it in your Flow.

Here is an example of a simple Flow that starts a process and then sends the generated document for approval:

Start process flow

The above example of Flow has a manual trigger for simplicity. But you can trigger your Flow on various events - for example, for a selected item in the SharePoint list, or When a new item is created in the SharePoint list, or various Web forms submissions - actually, there are too many cases to list them. Use different triggers to populate document templates with data from your web-services.

Please, find out examples of Power Automate Flows with processes:


Also, you can start the process Manually, or using Zapier, Web Form, or REST API