File and Document Management

Formstack Documents

2min

Getting Started with Formstack Documents

The Formstack Documents modules allow you to merge the data route and merge the documents in your Formstack Documents account.

Prerequisites

  • A Formstack Documents account

In order to use the Formstack Document with Make, it is necessary to have a Formstack Documents account. If you do not have one, you can create a Formstack Documents account at www.formstack.com/admin/signup.

Connect Formstack Documents to Make

  1. Login to your Formstack Documents account.

  2. Click your profile icon > API Access.

    Document image
    
  3. Enter a name for the API and click Create API.
  4. Copy the API Key and API Secret to your clipboard.
  5. Go to Make and open the Formstack Documents module's Create a connection dialog.
  6. In the Connection name field, enter a name for the connection.
  7. In the API Key and API Secret fields, enter the details copied in step 4 respectively.
  8. Click Continue.

The connection has been established.

Updated 02 Apr 2025
PREVIOUS
Flickr
NEXT
Formstack
Docs powered by Archbee