Formstack Documents

formstack documents automates document generation by merging data into custom templates integrating with make com lets users automatically create, deliver, and store personalized documents—like contracts or invoices—directly from their workflows, reducing manual work and ensuring document accuracy this is ai generated content based on official formstack documents documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www formstack com/products/documents directly requirements to use the formstack documents app in make, you must have an active account and an api key, https //www formstack com/products/documents for subscription, refer to the https //www formstack com/products/documents connect formstack documents and {{product name}} to get started, you must first create a connection between formstack documents and {{product name}} , allowing the two services to communicate obtain your api key in your formstack documents account create the connection in make obtain your api key in your formstack documents account before you create the connection in {{product name}} , you should first obtain your api key in your formstack documents account to obtain your api key navigate to your account page click the option to generate an api key copy the api key displayed on screen copy the api 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 //www webmerge me/developers/authentication create the connection in {{product name}} https //www make com/en/register , add the formstack documents 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 documents account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page formstack documents modules after connecting to the formstack documents app, you can choose from a list of available modules to build your {{scenario plural lowercase}} merge data route send data to a specified data route endpoint for processing or further actions merge document combine your document with additional data to create a single, updated file 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 documents resources you can have access to more resources related to this app on the following links https //community make com/search?q=formstack%20documents https //www formstack com/products/documents https //www webmerge me/developers https //www make com/en/integrations/webmerge