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Data integration rules enable seamless interaction between workflows and external systems, databases, or internal data sources such as SharePoint lists. They automate data exchange, validation, and updates, keeping processes connected and efficient across platforms.
  • Add/Edit calendar event: automates creating or editing calendar events in Microsoft Outlook. Use case: schedule meetings or reminders when certain workflow steps complete.
  • Add/update list item: adds new items or updates existing ones in a SharePoint list. Use case: automatically log requests or approvals into a central list for tracking.
  • Add/update form: updates an existing form or creates a new one based on conditions. Use case: modify forms dynamically during workflows or create linked forms for related processes.
  • Call External API: integrates with external systems via API calls, sending or retrieving data. Use case: retrieve customer details from a CRM or submit data to an external financial system.
  • Data validation: verifies data integrity and ensures inputs conform to required standards. Use case: check that email addresses follow a valid format or that numeric fields are within acceptable ranges.
  • Excel calculation: runs an existing Excel workbook’s formulas server side, writing form answers into input cells and reading the results back into questions. Use case: reuse a pricing or quotation spreadsheet the business already maintains instead of rebuilding its formulas in the flow.
  • Execute SQL stored procedure: executes stored procedures in SQL databases. Use case: retrieve data from a database or update records based on workflow actions.
  • Get List Data: retrieves data from a SharePoint list for use in the workflow or form. Use case: populate dropdown fields dynamically or retrieve related records.
  • Get user profile property: retrieves specific properties from user SharePoint profiles. Use case: autofill fields like “Manager” or “Department” based on the logged-in user.
  • Set question value: dynamically sets the value of a question based on logic or external data. Use case: automatically calculate and set the “Total Cost” field when quantities and prices are entered.
  • Third Party Integration: integrates with the Procore and Spectrum platforms. Use case: send project updates to Procore or retrieve financial data from Spectrum.
  • DocuSign Sign Documents: sends documents for electronic signature via DocuSign. Use case: route a generated contract for signing.