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Microsoft Power Automate Integration

Power Automate is part of Microsoft's Power Platform and comes with Microsoft 365. Power Automate has a built-in feature called Flow, which allows you to specify what action will take place when a specific event occurs. For example, when a SharePoint List is updated, an email notification is sent to a user.

With Power Automate, you can expand on ProntoForms' already powerful integrations and mobile capabilities to streamline repetitive tasks, automate workflows, and leverage other capabilities in the Microsoft 365 and Power Platform. When combined, ProntoForms and Power Automate provide a wide range of capabilities to help transform your organization's field service operations.

Microsoft key benefits packshot

Workflow and use cases with Power Automate

There are many scenarios where using ProntoForms and Power Automate together might make your life easier and save you from a ton of manual tasks. Here are some examples:

Automate Document Conversion

You can convert one file to another format automatically using Power Automate.

For example, in ProntoForms, you can generate a fully customized Excel output and save it to OneDrive or a SharePoint Document Library. You can create a Flow so that once the file is sent, it will automatically convert it to a PDF file.

This way, you can use Excel as a quick and easy document designer and still have the output in the ubiquitous PDF format for distribution.

Microsoft key benefits packshot
Microsoft key benefits packshot

Automate Dispatch from SharePoint

ProntoForms has a built-in dispatch feature. But what if you want to dispatch a form from SharePoint?

With the help of a SharePoint List and Power Automate, you can easily create a Flow that uses ProntoForms' API and an HTTP connection to trigger a dispatch directly from SharePoint. With some work, you can even create a lightweight dispatch management system this way.

You can use this method to assign follow-up actions executed through a form.

Send Notifications to Teams

Microsoft Teams is the de facto app for team communications and collaboration. While ProntoForms doesn't have a built-in connector for Teams notifications, you can easily create one using a Power Automate Flow.

You can monitor a folder in SharePoint Document Library, OneDrive, etc., and trigger a flow to post a Teams notification whenever a form is submitted. You can include links, images, thumbnails, and other meta-data derived from the form's questions-answers in the message. Alternatively, you can also use the Webhook/HTTP connector to send the notifications directly from ProntoForms.

Sending notifications to Teams allows you to alert team members to urgent or adverse events such as a failed inspection or a time-sensitive task, e.g., a sales opportunity identified in the field.

Microsoft key benefits packshot
Microsoft key benefits packshot

Import Data from Third-Party Integrations

You can use Power Automate to import structured data from a third-party system to your Microsoft environment for use with ProntoForms.

For example, a customer uses a third-party Customer Relationship Management (CRM) and a Human Resources Management (HRM) system. These systems generate an Exchange notification whenever data is entered. A Power Automate flow then picks up the data and feeds it into a SharePoint Document Library. The data is then used as an input for questions within the forms.

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