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Power Automate

With Power Automate you can move data between GoFormz and the other tools you use in your daily work.

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GoFormz + Microsoft Power Automate Connector

GoFormz integrates with Microsoft Power Automate to help you automatically take action when a form is completed. GoFormz offers a Premium Connector for Microsoft Power Automate, allowing you to build automated workflows that connect GoFormz with your other business systems.


Requirements

Before getting started, make sure you have the following:

  • A Microsoft account with Premium Connector access

  • A GoFormz account with API capabilities enabled


Setting Up a Flow

Step 1: Create a New Flow in Power Automate

  1. Log in to Power Automate.

  2. Click Create and select your flow type (e.g., Automated cloud flow).

  3. Search for GoFormz in the connector search to find the Premium Connector.


Step 2: Add a Trigger

Select the GoFormz trigger that fits your use case. Once you save a flow with a GoFormz trigger, it will automatically create an outgoing Power Automate webhook in your GoFormz account — no manual webhook setup required.

Available Trigger: Form Completed

Fires when a form from a specified template is completed.

Parameter

Value

Body/enabled

Yes

Body/eventType

form.complete

Body/entityId

Template ID

Important: The entityId must be the Template ID of the GoFormz template you want to monitor. The trigger will only fire when forms created from that specific template are completed.


Step 3: Add Steps (Actions)

After your trigger is configured, add one or more GoFormz actions to your flow.

Export Form to PDF

Exports a completed form as a PDF file.

Parameter

Required

Description

ID

Required

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

Required

Set to PDF

pages

Optional

Specify which pages to include in the export

Get Form

Retrieves the full data and field values for a specific form.

Parameter

Required

Description

ID

Required

The Form ID of the form you want to retrieve. When used after a Form Completed trigger, click into the field, press / to insert a dynamic value, and select Body → item → id from the trigger output.

The Get Form step returns the complete form record, including all field values, which can then be mapped to downstream steps (such as adding rows to SharePoint or sending an email).

Create Form

Creates a new GoFormz form, optionally pre-populated with data from an external system.

Parameter

Required

Description

name

Required

The name of the new form

templateId

Required

The Template ID used to create the form

assignment.id

Required

The ID of the user or group the form is assigned to

assignment.type

Required

Specifies whether the assignment is to a user or a group

fields

Optional

Field values to pre-populate on the form


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