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No-code automationYour No-code and AI Automation Partner

Automate Formstack Documents API Workflows with Make.com, n8n and Zapier

Streamline your document generation and distribution process with Formstack Documents. Integrate seamlessly with other platforms to automate data collection, storage, and reporting, reducing administrative overhead and ensuring data accuracy.

When a Form is Submitted
Solution
1. Automated Document Creation

Automatically generate documents from form submissions.

Perform a Data Merge
Solution
2. Data Driven Docs Generation

Combine spreadsheet data into template documents.

Send Document for E-Signature
Solution
3. Streamlined E-Signature Process

Automatically send generated documents for signing.

Store a Document in Cloud
Solution
4. Automatic Cloud Storage

Save generated documents to cloud storage instantly.

Notify a Team via Messaging App
Solution
5. Real-time Document Notifications

Alert teams when documents are generated and stored.

- Repeat -

Automation Benefits

Unlock the Power of Automated Documentation

Leverage automation to eliminate manual document processes and focus on strategic initiatives.

Reduce Manual Errors

Automation minimizes human errors in data-driven documents.

Accelerate Document Workflow

Faster document creation and distribution improves productivity.

Centralize Document Management

Easily manage and access documents across platforms.

Enhance Team Collaboration

Integrated notifications keep everyone in the loop.

Reduce Administrative Burden

Save time spent on repetitive document tasks and redirect focus.

Ensure Compliance with Document Standards

Automation helps in maintaining compliance with industry standards and regulations.

Features

Revolutionize Documentation Processes

Improve efficiency and accuracy in document management by automating routine tasks with Formstack Documents.

  • 1
    Seamless Document Creation

    Automatically generate documents with data from multiple sources.

  • 2
    Integrated E-Signature Capabilities

    Enhance document workflows by connecting with e-signature platforms.

  • 3
    Cloud Storage Automation

    Automatically store created documents in preferred cloud storage.

Feature

Outcomes

Transform Your Documentation Workflows

Experience significant efficiency improvements and error reduction by automating document processes.

70%
Time Saved in Document Creation
90%
Increase in Document Accuracy
3x
Enhanced Workflow Efficiency

We Might Have Solved Your Problems Already

Formstack Documents automation use cases

See how you can improve your process by leveraging AI, automation and Formstack Documents API.

Trigger Form Submission app logoConvert to PDF app logoStore PDF in Dropbox app logo
Automate Form Archiving with Zapier

Streamline your data management by automating the archival of form submissions. With Zapier, convert Formstack entries into PDFs and store them in Dropbox or Box, ensuring compliance and easy access for audits.

Form Submission Trigger app logoExtract Data from Formstack app logoCreate Document from Template app logoSave Document to Drive app logoNotify Stakeholders app logo
Streamline Documents with Formstack & Zapier

Transform your form data into organized documents by connecting Formstack with Google Docs and Drive through Zapier. Reduce errors and save time with automatic document creation and notifications.

FAQ

Formstack Documents Automation FAQs

Answers to common questions about automating workflows with Formstack Documents.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required