iMIS Power Suite - Power Automate Connector

Automation idea library

The iMIS Power Automate Connector enables a wide range of automations and integrations between iMIS and Microsoft Power Automate. The examples below illustrate common use cases that can streamline workflows, reduce manual tasks, and keep data synchronized across systems:

• Capturing third-party form submissions and adding them to iMIS panels.
• Automating committee membership requests with staff approvals.
• Recording and analyzing member feedback from email using AI.
• Sending files to committee members or iMIS panels automatically.
• Managing new member contract signing through DocuSign.
• Creating or updating contacts from business card images.
• Alerting staff of high-value gifts in Teams.
• Tracking monthly member counts for reporting.