lEVERAGING MS FORMS IN AKOYAGO
Leverage MS Forms to collect information that’s not related to request from external people that doesn’t need a request or equivalent created in association.
CREATE A FORM
Navigate to www.microsoft365.com/launch/forms and choose +New Form.
Click here for Microsoft documentation on how to build a Form
COLLECT RESPONSES
Choose how to distribute your Form by clicking Collect Responses
Click here for Microsoft documentation on Collect Responses.
Step 1: Power Automate, New Flow
After your form is fully built and you are satisfied with it, go to the Power Automate portal (https://make.powerautomate.com), go to My Flows and click +New Flow.
Step 2: Select Automated cloud flow
Step 3: Search for Trigger
Name your flow and in the Trigger field search for “When a new response is submitted” and select the trigger then click Create.
Step 4: Choose your Form
Next, you will be signed in and a dropdown will appear where you can select the Form you just built. Search for it by name and select it from the list.
Step 5: Get Response Details
Click New Step and search for the Get Response Details operation. Select the Get Response Details operation.
In the Form Id field, select the name of your Form again.
Step 6: Add dynamic content
Click into the Response Id field and choose Add dynamic content. Select Response Id.
Step 7: Map fields
Click +New Step, search for Add a new row and select that action.
Choose Contact from the Table name field.
After you select the table name, a form will populate with the akoyaGO Contact form fields. First Name is required. Which means that you must have a First Name question in your Form. Click into the First Name field and click Add dynamic content, select First Name from the list.
In this step, the flow is looking at the questions in your Form and trying to map them to your Contact fields in CRM. This is what will be created when a response if received. So, repeat this step for as many fields as you want to map to the new contact record.
Step 8: Send an Email
Add a new step and search for action “Send an email (V2)”.
Choose the email that the responder inputs in the Form
Type the subject of the email and use the dynamic content to fill in the body of the message.
