Formstack Documents integrations and automations

Seamlessly connect Formstack Documents with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Customer relationship management

Why these integrations and automations matter:

Improve the alignment between sales and marketing, enhance lead capture, and accelerate your deal cycles by integrating Formstack Documents with your customer databases.
Share customer data

Automate data collection and document generation by integrating Formstack with a CRM like Salesforce or Hubspot to move data between databases and documents.
Improve event management

Integrate Formstack with an online form tool like Wufoo and a ticketing app like Eventbrite to create attendee lists and merge other documents.
Build email lists

Integrate Formstack with an email service like Mailchimp to quickly collect email addresses from marketing leads and funnel them to your contact list.

Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting.

Build powerful workflows, fast

Formstack Documents

Any other action you can think up

Use your CRM and other platforms to seamlessly generate dynamic proposals, contracts, invoices, reports and more
Have confidence in your document automation with critical security features like SSL, encryption, and firewall technology
Feed information into your existing documents, or get started with a pre-built template