Formstack Documents
 | Formstack Documents automates document generation, enabling users to create, deliver, and store personalized documents. Integrating with Make.com allows users to automatically generate contracts, invoices, or agreements from data collected in other apps and streamline document workflows. |
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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 Formstack Documents directly.
Requirements
To use the Formstack Documents app in Make, you must have an active account and an API Key, create your account on Formstack Documents. For subscription, refer to the Formstack Documents pricing page.
Connect Formstack Documents and Make
To get started, you must first create a connection between Formstack Documents and Make, allowing the two services to communicate.
Obtain your Basic in your Formstack Documents account
Create the connection in Make.
Obtain your Basic in your Formstack Documents account
Before you create the connection in Make, you should first obtain your Basic in your Formstack Documents account.
To obtain your Basic :
Navigate to your Account page after logging in.
Click the option to generate a new 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Formstack Documents module to your scenario, 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 Connect an applicationConnect an application. page.
Formstack Documents modules
After connecting to the Formstack Documents app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Formstack Documents resources
You can have access to more resources related to this app on the following links