Microsoft Power Automate

Microsoft Power Automate

Microsoft Power Automate is a cloud-based service that makes it easy for line-of-business users to build workflows that automate time-consuming business tasks and processes across applications and services. Using Microsoft Power Automate, you can connect your Cognito Forms to a ton of different services; including OneDrive, Outlook 365, Dropbox, Gmail, and more!


Quick Tip

Only Owners and Administrators of an organization can authorize a connection to Microsoft Power Automate.

Key terms

  • Flow – A flow is the connection between two applications (ex: Cognito Forms and Google Drive).
  • Trigger – A trigger is the event that starts a flow. For example, if you wanted to create a new subscriber in MailChimp whenever a new form is submitted, the new form entry is the Trigger. Cognito Forms triggers include:
    • Update Entry – Triggers when someone updates an entry (i.e. an entry that is submitted when the status is not Incomplete).
    • New Entry – Triggers when someone creates a new entry.
  • Action – An action is the event a flow performs. Cognito Forms triggers include:
    • Create Entry – Creates a new form entry.
  • Condition – Specify that a flow performs one or more tasks only if a particular condition is true.


  • The ability to send file attachments (such as uploaded files and generated documents) through Microsoft Power Automate is only available to organizations on our Pro, Team, and Enterprise plans. Power Automate restricts the total size of file attachments to 50MB. Select your documents from the list of Dynamic content:
    Include documents in your flow.

  • You cannot target field list data that is nested inside another list. For example, you cannot target data from a repeating section inside of another repeating section, or a file upload field inside of a repeating section.

  • When targeting an uploaded file on a form with more than one File Upload field, you will need to first specify File as your dynamic content:
    Sending an uploaded file through Microsoft Power Automate.

  • Then, you can specify the File Upload field on your form that you want to target:
    Sending an uploaded file through Microsoft Power Automate.

  • Microsoft Power Automate supports up to 1,024 dynamic content fields. When this limit is reached, you will see a “No dynamic content available” message.

  • Using Microsoft Power Automate to create a new entry in Cognito Forms will trigger any notifications enabled on the form (including email notifications/confirmations) to be sent.


Check out our Microsoft Power Automate blog series for in-depth tutorials about integrating your forms with other services:

Creating a flow

To get started, you’ll need to sign up for a Microsoft Flow account; or, if you already have an account with Microsoft, you can directly sign in on your tablet, your desktop computer, or even your phone.

Once you sign in:

  1. Select My flows in the top navigation bar, and then select Create from blank.

  2. Search for Cognito Forms in the services list and then select a trigger.

  3. Log in to your Cognito Forms account and authorize access to your organization.

  4. With your organization now connected, you can select a form.

  5. Select New step, followed by Add an action.

  6. You’ll be prompted to select a service, an action, and to connect your account. When you’re finished, select Create flow.

  7. In My flows, you can view, edit, and update all of your flows in one place.

View, edit, and update all of your flows from My flows.

If you have any questions or need additional assistance with Microsoft Power Automate, please refer to their extensive help documentation and video guides.


Not sure where to start? We built a variety of pre-built templates to choose from.