This automation scenario allows you to connect Formsite and Formstack Documents
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Formsite and Formstack Documents can also be integrated using automation tools other than zapier:
When this trigger fires in Formsite
Triggers when a user submits a new form result.
Then this action happens in Formstack Documents
Send data to your Merge URL.
This guide contains information on how to set up an automatic workflow that allows to Automatically populate WebMerge document templates from Formsite.
Part I
First, we need to connect Formsite and Formstack Documents to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Formsite to Zapier.
Give Zapier access to your Formsite account, using Formsite credentials.
Connect Formstack Documents to Zapier.
Give Zapier access to your Formstack Documents account, using Formstack Documents credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Formsite
Choose the following trigger: New Form Result (Triggers when a user submits a new form result.).
Then set up an Action for Formstack Documents
Choose this action: Create Document Merge (Send data to your Merge URL.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Formsite and Formstack Documents.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Automatically populate WebMerge document templates from Formsite!
Triggers when a merged/populated document is created.
This isn't visible to end users.
Get a list of your Data Routes.
Merged document is populated
List routes
Send data to your Merge URL.
Retrieves the specified form.
Performs an arbitrary authorized API call.
Lists all items for the specified form. Items that don't store results, such as headings and images, are not included.
Lists all results for the specified form.
Lists all forms.
Triggers when a user submits a new form result.
A service that enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience
Formsite is an exceptional web-based platform that allows non-technical users to effortlessly create high-quality web forms and surveys without coding or HTML knowledge. With over 100 customizable templates, you can design forms for registrations, reservations, secure orders, customer surveys, and payment collection. A user-friendly drag and drop editor enables you to create various types of forms and surveys, which are responsive and visually appealing on all devices. Formsite provides convenient options to email, analyze, share, and download them anytime. Formsite is the go-to solution for businesses and individuals seeking a reliable online form builder, guaranteeing professional and efficient results.
Online document generation software to produce pdf and word documents based on data from web services
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.