Microsoft Power Automate is a workflow platform that helps teams automate tasks across apps and services. Connecting to Cognito Forms turns submissions into flows that create files, update lists, post messages, and route approvals automatically.

Move data from forms into your systems fast—store documents, alert teams, route approvals, and keep records up to date automatically.

Reduce manual handoffs
Speed approvals
Cut data entry errors

Use this integration to:

Create SharePoint items and files
Post messages in Teams, send email
Update Excel rows or CRM records

Use this integration when you

Use Microsoft Power Automate to generate contracts and approvals with signatures, collect payments and customer details, create invoices, and turn quotes or proposals from form data into follow-up tasks.

Commonly used on:

How It Works

Log in to Power Automate
1. Go to the Power Automate dashboard and create a new cloud flow
Choose Cognito Forms as the Trigger
1. Select “When a new entry is created” and choose your form
Connect your Cognito Forms account
1. Authorize access to your forms from your Microsoft account
Add Actions
1. Send emails, create SharePoint items, store files, or post in Teams
Map Form Fields
1. Use dynamic content from the form to fill fields in each app
Add Conditional Logic
1. Include if/then steps to handle approval flows or alerts
Test and Activate
1. Submit a test entry to confirm your flow works. Save and enable

Still need help? Check out our support article.

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