GoFormz + Microsoft Power Automate Custom Connector

GoFormz integrates with Microsoft Power Automate to help you automatically take action when a form is completed. This custom connector allows you to connect GoFormz with Microsoft tools such as Outlook, Teams, SharePoint, OneDrive, and many others.

This article explains how the Power Automate custom connector works and provides step-by-step instructions for setting it up, including uploading the GoFormz custom connector, configuring authentication, creating triggers, and using available actions in your flows.

Overview

The GoFormz Power Automate integration allows you to automate workflows using GoFormz form data. This integration is currently delivered via a custom Power Automate connector while we actively work toward publishing an official GoFormz connector on the Microsoft Power Automate Marketplace.

⚠️ Important

This custom connector is a temporary solution. Once the GoFormz connector is available in the Power Automate Marketplace, customers will be required to migrate to the marketplace version. The custom connector will be deprecated at that time.

Prerequisites

Before getting started, you will need the following items provided by GoFormz:

GoFormz.swagger.json file
Client ID & Client Secret
Custom connector code package

Step 1: Create the Custom Connector in Power Automate

Log in to Power Automate.
Navigate to Custom connectors.
Select + New custom connector.
Choose Import an OpenAPI file.
Enter a name for the connector (for example, GoFormz Custom Connector).
Upload the GoFormz.swagger.json file provided by GoFormz.

Step 2: Configure Security

Go to the Security tab in the connector setup.
Configure OAuth 2.0 using the following values:

Required Values

Client ID
Provided directly by GoFormz
Client Secret
Provided directly by GoFormz
Authorization URL
GoFormz - [https://accounts.goformz.com/connect/authorize]
Token URL
GoFormz - [https://accounts.goformz.com/connect/token]
Refresh URL
GoFormz - [https://accounts.goformz.com/connect/token]
Scope
```
public_api, offline_access
```

Save the security configuration.

Once saved, Power Automate will generate a Redirect (Return) URL, provide this to GoFormz. Please hold on next steps until confirmation is received from GoFormz to proceed. This is required to complete authentication and activate the connector.

Step 3: Upload Connector Code

Navigate to the Code section of the connector.
The connector needs to be saved before being able to use custom code, so save the customer connector first.
Upload the code package provided by GoFormz.
PowerAppsCode.cs
Enable the custom code for the “Export form” step only.
Toggle on the Code Enabled
Save the connector.

Step 4: Set Up the Trigger (Form Completed)

Create a New Flow

In Power Automate, select Create.
Choose Automated cloud flow.
Click Add a trigger.
Select Custom connectors.
Choose the GoFormz Connector.
Authenticate.

Trigger Configuration

Configure the trigger using the following values:

Field	Value
Body	Enabled (required)
eventType	`form.complete`
entityId	Template ID

⚠️ Important

The entityId must be the Template ID of the GoFormz template you want to monitor.

The trigger will fire only when forms created from this template are completed.

Save the flow.

Step 5: Confirm Webhook Creation in GoFormz

After saving the trigger:

Log in to GoFormz.
Navigate to Settings → Webhooks.
Confirm that a new webhook has been created automatically.

✅ The presence of this webhook confirms that the trigger has been registered successfully.

Using GoFormz Actions in Power Automate

All GoFormz actions are available under Custom when adding a new step to a Power Automate flow.

Action: Get Form

Retrieves detailed information for a completed form.

Parameters

ID (Required)
- Use the Form ID from the trigger output.
- Click into the field and press / to insert a dynamic value.
- Select:
  - Body → item → id from the Form Completed trigger

Notes

No additional parameters are required.
To reference specific form fields in later steps, use:
- Dynamic content
- Expressions
- Conditions based on the returned payload

Action: Create Form

Creates a new form from a template and optionally assigns it to a user or group.

Parameters

name
The name of the new form
templateId
The Template ID used to create the form
assignment.id
The ID of the user or group the form is assigned to
assignment.type
Specifies whether the assignment is to a user or a group

ℹ️ Tip

Use this action to programmatically generate and assign new forms as part of an automated workflow.

Action: Export Form to PDF

Export an existing Form as a PDF.

Parameters

ID (Required)
- Use the Form ID from the trigger output.
- Click into the field and press / to insert a dynamic value.
- Select:
  - Body → item → id from the Form Completed trigger
type
Set to PDF
pages
Included pages in export