Handling data in Microsoft Flow

About Microsoft Flow

Microsoft Flow allows you to integrate various apps and services by creating automatic workflows between them to collect data, synchronize files, receive notifications and much more.

Plumsail Forms can be utilized with Microsoft Flow in a variety of ways. All the data submitted with Plumsail Forms goes through Microsoft Flow and only you can decide what to do with it. You can email clients' requests from your site to your Helpdesk, you can create or update SharePoint items from outside SharePoint and practically anything else you can think of.

Additionally, SharePoint forms can also be handled by Microsoft Flow upon submission, allowing you more freedom than regular Workflows ever could.

The amount of data that can be handled by Plumsail Forms connector depends on your current plan of Plumsail Forms subscription.

Creating Flow

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 the forms that are stored in your Plumsail Account!

Sign in to Plumsail Account

Now, you'll need to add the ID of the Form you want to track. You can enter ID of the form you already created or create and save a new form in the designer.

Form ID can be found and copied in Flow Settings in the Designer.

Form ID

After adding the trigger, search for JSON and add Data Operations - Parse JSON action to actually parse data received from the submitted form:

Parse JSON

Here you will need to open the designer and the form that you want to track with the Flow. Save it and after saving, open Flow Settings and copy the Form Schema:

Form Schema

In Parse JSON action click Content and select Body in menu on the right. Insert copied Form Schema into Schema field:

Form Schema

That's it, after this action you can do pretty much anything with submitted data.

Check out our How-to documentation on examples of using Flow. For example, for sending an email.