Automate the movement of data between your account and your SQL-connected systems when you add a Microsoft SQL Server connection.
🗒️ Note: In order to use SQL Server actions and recipes, you’ll need to reach out to your Account Manager or Pro Services to permit access to the SQL Server application on your account.
As you collect Forms, you can transfer data - including field values and Form metadata - between your account and your SQL database. Your collected Form data can then create or update rows in SQL.
Additionally, you can reference your SQL data within your Templates and Forms.
After you connect your SQL Server to your account, you’re ready to explore the available actions and recipes.
Available SQL Server actions
The available SQL actions aim to establish a relationship between your account resources - like Forms, Templates, and DataSources - and your SQL Server datasets.
Upsert row
Use incoming Form data to add a new row - or update an existing row - within your SQL database based on a key value.
Upsert rows
Use incoming Form data to add multiple new rows - or update multiple existing row - within your SQL database based on a key value.
If you reference a table field, use the Upsert rows action.
Query
Retrieve a dataset from your SQL Server using a SQL query.
Available SQL Server Workflow recipes
In addition to using the available actions in custom Workflows, you can take advantage of the available pre-built SQL Server recipes.
SQL Upsert row
The SQL Server: Upsert Row recipe utilizes the SQL Server: Upsert row step within a pre-built Workflow to add or update a row in your SQL database based on your incoming Form data.
Have an idea for more?
If you have an idea for a SQL Server Workflow recipe, let us know.
Related topics
Explore how you can use DataSources to reference your existing datasets on your Templates.
Receive an email whenever somebody submits a Form - or send a copy to somebody else with the "Email Completed Form" Workflow.
Populate multiple fields based on a Form User’s response in a single field when you leverage your Account User List in a database formula.