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Formstack Documents Integration

Integrate Formstack Documents with 400+ apps and create workflow automations using Monkedo, the no-code automation tool. Formstack Documents is a platform that provides document automation and generation for businesses and professionals. Its purpose is to help users create and modify documents with ease using intelligent templates and data. Formstack Documents allows users to design and populate templates, import and transform data, and deliver or integrate documents with various apps and services.

No triggers available for this app. Do you need one? Contact us.

Actions

Action components allow you to perform operations on the app.

Create Document

Create a new document. See docs.

Get Document

Get the details of the specified document. See docs.

List Documents

List documents in your Formstack Documents account. See docs.

Merge Document

Initiates a merge process using provided data. See docs.


How to Integrate Formstack Documents?

For Formstack Documents integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Formstack Documents.
  5. Drag and drop the Formstack Documents component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Formstack Documents account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!