SharePoint Form to Flow (Plumsail Forms connector)

Description

Plumsail Forms includes custom Microsoft Flow connector, which can be used to get all information from submitted forms into Flow.

Of course, you can use default SharePoint connector provided by Microsoft in many cases, especially if you only have SharePoint fields on your form.

But in case you want to utilize Common fields or some of our new controls - you can use our connector to get all this information into Flow.

Important

Plumsail Forms connector submissions are licensed under Public Web Forms license, not SharePoint Forms license.

List and Form configuration

Let's say, we have a basic form like this:

Custom SharePoint form

Title and Description are SharePoint fields, but Notify is a Common field with an Email pattern.

In order for us to capture this extra field in Flow with the use of Plumsail Forms connector, we need to make sure our form will be submitted to Flow. Open Flow settings and mark this checkbox:

Submit to Flow

Now, we can configure the Flow.

Flow configuration

First thing first, open MS Flow and go to My Flows and click Create from blank:

My Flows

On the next page, click Search hundreds of connectors and triggers:

Search

Search for Plumsail Forms and add Plumsail Forms - Form is submitted trigger:

Plumsail Forms - Form is submitted trigger

If this is your first Flow, at this point you'll need to Sign in to Plumsail Account from Flow, so you can start using your forms inside the Flow.

Important

You can only bind Flows to SharePoint forms, if SharePoint license is bound to this Plumsail Account

Sign in to Plumsail Account


Now, you'll need to add the ID of the Form that you've created. Form ID can be found and copied in Flow Settings in the designer:

Form ID


Next step for SharePoint form is to parse all the data, so you need to search for Parse JSON and select this action:

Parse JSON search


Here, you will need to include Form's Body as Content and copy Form Schema from Flow Settings:

Form Schema copy


Finally, search for Send an Email action and fill it with information we've just parsed:

Send an Email action

Save Flow, make sure the form is also saved with all the configuration, and let's begin testing!

Results

Here's the form in SharePoint, after being filled in:

Form in SharePoint

I save the Item and in just a few seconds receive the following email:

Received email

This is just a basic example of how you can use Plumsail Forms connector with SharePoint forms, you can actually create much more complex forms with lots of Common fields and controls, and then submit them all to Flow, using our connector to retrieve the data and use it in any scenario imaginable.