In today’s fast-paced digital world, managing data efficiently is vital to doing business. Yet many organizations struggle with data management due to outdated and siloed systems. To prevent data silos and help businesses manage information more efficiently, we recently released the Microsoft Power Automate integration. With the power of Formstack and Microsoft combined, users can transform the way they collect, update, and maintain data within their Microsoft systems.
Paired with Formstack Documents in particular, the integration helps organizations take data from their Microsoft systems and merge it into custom documents such as contracts, waivers, invoices, and applications. By automating their document creation, organizations can accomplish tasks more quickly and better meet the needs of their customers. But this only scratches the surface of the Microsoft Power Automate integration. Here’s what you should know before putting it to use with Formstack Documents.
The integration works with all Microsoft products.
With the Microsoft Power Automate integration, you can build a variety of dynamic workflows that generate documents with information pulled from your Microsoft systems. Common Power Automate use cases include:
- Microsoft Dynamics: Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, and descriptions.
- SharePoint: Generate documents from a SharePoint List and select from 40 different delivery methods to store the document once it’s generated.
However, these aren’t the only systems you can connect to. You can also create a Power Automate workflow with systems like Microsoft Excel, Lists, Planner, or Power Apps to automate your entire document creation process. Simplify time-consuming tasks along every step of your document journey so coworkers can generate files more quickly and meet client needs more efficiently.
Curious how the Power Automate integration works? Check out this webinar to get an inside look.
You need a license for the products you’d like to use.
Before getting started with the integration, make sure you have licenses for the products you’d like to integrate. Requirements include:
- A Documents Starter plan or higher
- Access to your Microsoft accounts (Excel, Teams, SharePoint, OneDrive, Dynamics, etc.)
- A $15 per user license for Microsoft Power Automate
Since the Power Automate license is only required for users who are building flows, many businesses will only need one user to manage this license. Other employees can still participate in your document generation process.
The integration saves hours of work.
How much time do you think your team spends on document processes? According to some studies, just looking for paper files can take as much as 40% of an office worker’s time. That doesn’t even include the time required to create and prepare documents for signature, whether you’re using paper or manually entering information into digital documents.
The Microsoft Power Automate integration eliminates this tedious busywork by pulling information into documents automatically. Instead of spending 15-20 minutes on each document you create and manage, you can generate documents instantly by simply clicking a button within your Microsoft systems. This adds up to hours of time saved, allowing you and your team to eliminate manual work from your process and place your focus on more important tasks.
The possibilities of what you can achieve with Microsoft Power Automate and Formstack Documents are endless. Ready to create a Power Automate workflow of your own? Get started today with a free trial of Formstack Documents.
