File and Document Management
Formstack
9 min
formstack is an online platform for creating forms, collecting data, automating document generation, and managing e signatures integrating formstack with make com allows users to automate data collection, document workflows, and e signature processes across various apps this is ai generated content based on official formstack documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www formstack com/ directly requirements to use the formstack app in make, you must have an active formstack account and an api key, https //www formstack com/ for subscription, refer to the https //www formstack com/ connect formstack and {{product name}} to get started, you must first create a connection between formstack and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your formstack account create the connection in make obtain your oauth2 credentials in your formstack account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your formstack account to obtain your oauth2 credentials select your name in the account menu and click api from the dropdown list click create new application enter your application name enter the callback uri https //www integromat com/oauth/cb/formstack enter your application description navigate to the api page to view the list of created applications click the name of your application to open its details copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help formstack com/hc/en us/articles/44592208764691 how to create a v2 api application key create the connection in {{product name}} https //www make com/en/register , add the formstack module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your formstack account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page formstack modules after connecting to the formstack app, you can choose from a list of available modules to build your {{scenario plural lowercase}} submit a form submits the specified form data to the connected service or application watch form submission triggers when a new form is submitted templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} formstack resources you can have access to more resources related to this app on the following links https //community make com/search?q=formstack https //www formstack com/ https //developers formstack com/docs https //www make com/en/integrations/formstack