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.

You need to have Plumsail License for Forms in order to utilize our custom MS Flow Connector with your forms.

That includes SharePoint forms, if you want to submit data to Flow using Plumsail Forms connector.

Creating custom connector

First step in configuring Microsoft Flow is to create custom connector to handle Plumsail Forms.

You can do it through Office365 or by going to Microsoft Flow homepage.

When you open Office365, go to Microsoft Flow page:

Flow

When the page opens, click the cog in the upper right corner and select Custom Connectors from dropdown menu:

Custom Connectors

Now, you'll need to click + Create custom connector and select Import an OpenAPI from URL in the dropdown menu:

Create custom connector

Give this custom connector name Plumsail Forms and copy this URL for the OpenAPI https://forms.plumsail.com/swagger/v1/swagger.json

It should look like this:

Input Name and URL

Next you can customize the look of the connector with the icon and background.

You can download our icon here and we recommend to use it with white background #ffffff

Nothing else need to be changed on this page:

Adjust Icon

Next page you need to fill in several things.

Client ID: 3d8caf5f-2f67-4b4a-9a81-2ee61709220f

Client Secret: yMAbxuJGw2497Q3D9aXQKNjH5UghBSyH

And finally Refresh URL: https://auth.plumsail.com/connect/token

Everything else leave as it is:

OAuth

Finally, click Create Connector on the next page:

Last click

Creating Flow

Now custom connector has been added and you can start creating Flows with it.

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 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 General 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 General 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.