How to create documents from template with Plumsail Documents in Power Automate Flow

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  • Опубликовано: 28 май 2024
  • Learn how to start the document generation process using Power Automate (formerly Microsoft Form). This video shows an example of creating documents from Microsoft Forms. The described approach will work for creating documents from any other service that provides a connector for Power Automate. Be it a CRM system, Online database, Webform, or any other service.
    00:00 Introduction
    00:10 Flow structure
    00:30 Microsoft form overview
    00:39 Document template overview
    01:13 Creating Flow
    04:45 Contacts
    Try Plumsail Documents for free auth.plumsail.com/account/Reg...
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Комментарии • 5

  • @monkeyd2750
    @monkeyd2750 2 года назад +1

    Is there an example with using an excel table to fill the mergefields

    • @Plumsail
      @Plumsail  Год назад

      Hi Monkey D! Apologies for the late reply. Take a look at this tutorial that describes how to merge Microsoft Forms submissions into Excel plumsail.com/docs/documents/v1.x/user-guide/processes/examples/create-excel-and-pdf-documents-from-microsoft-forms.html

  • @suresh3k100
    @suresh3k100 2 года назад

    I would like to know if any subscription charges. Thanks

    • @Plumsail
      @Plumsail  2 года назад

      Greetings Suresh Kunnakkat! Plumsail Documents provides a one-month free trial so you can thoroughly test the functionality. After the trial, you can choose one of the pricing plans according to your needs. Please, check the Plumsail Documents pricing plumsail.com/documents/store