How to Use Jotform Enterprise in Microsoft Power Automate

Microsoft Power Automate, formerly known as Microsoft Flow, provides a premier service for business automation by connecting you to the service you use daily.

Jotform Enterprise connector, including those with HIPAA-enabled servers, is available on Microsoft Power Automate, making your Jotform forms more powerful. Whether you would like to create an approval system, a job application, shortlisting system, or a global survey to analyze results on Microsoft Excel, this can be done quickly using Jotform Enterprise and Microsoft Power Automate.

When setting up a connection, you must select Jotform Enterprise from the list of Triggers. Here are the steps:

1. Click the Create option on the left panel of your Microsoft Power Automate dashboard.
2. Choose from the options. If you wish it automated, we recommend choosing Automate Cloud Flow.

3. Enter your Flow Name.
4. Search for and choose Jotform Enterprise from the Choose your flow’s trigger box.
5. Click on Create to proceed.

6. Enter your Jotform Enterprise account details in the next window if you haven’t connected it yet. You will be asked to provide the following:
   • Connection Name
   • Jotform Enterprise Domain
   • Jotform Enterprise API Key

7. Next, select a Workspace. With Jotform Enterprise, you can select a form from your account or a form that belongs to one of your teams from Jotform Teams.

8. Select a form from the selected workspace.
9. Click the New Step button to proceed.

10. Select from the list of 3rd party connectors from the Action dropdown — for example, Excel (Business) to add a new row to your existing Excel table.

11. Set up your connections accordingly.
12. Click the + New Step button to add a new step in the same connection. Otherwise, click on Save, and you should be ready to go.

We highly recommend doing a test to see if the connection works. That way, you can fix any possible errors before going live. If any issue arises in the future, you can view them through the Flow History section of the created flow. Here’s a view of that: