STEP 1
Connect DocuSign and Formstack Documents
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
DocuSign and Formstack Documents Integration
Integrate DocuSign and Formstack Documents and automate productivity work. Actions from DocuSign app can update information in Formstack Documents - exactly how you set them in visual workflow builder. You can craft workflows how your business process needs with AI, and no coding skills required.
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Learn about DocuSign and Formstack Documents
Detailed info you need to know about DocuSign and Formstack Documents integrations in WEXTL. Explore which modules apps support and how you connect them.
DocuSign
Send, sign, and manage DocuSign envelopes, templates, and account settings through the eSignature REST API. [5]
Formstack Documents
Document generation from templates, with data routes. [6]
How to connect DocuSign to Formstack Documents
Set up your DocuSign and Formstack Documents integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected DocuSign and Formstack Documents nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between DocuSign and Formstack Documents. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between DocuSign and Formstack Documents work in WEXTL?
WEXTL exposes actions and triggers for DocuSign and Formstack Documents that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
DocuSign actionsFormstack Documents actions
DocuSign modules
- Add Brands To GroupThis method adds one or more existing brands to a group based on the groupId.
- Add Chunked Upload PartAdds a chunk to an existing chunked upload.
- Add ContactsAdds one or more contacts to a contacts list.
- Add Document TabsAdds tabs to the document specified by document ID in the envelope specified by envelope ID.
- Add Document TemplatesAdds templates to a document in the specified envelope.
- Add Email SettingsAdds email override settings, changing the reply-to email address, name, or BCC-for-archive addresses, for the envelope.
- Add Envelope AttachmentsAdds one or more envelope attachments to a draft or in-process envelope.
- Add Envelope DocumentsAdds one or more documents to an existing envelope.
- Add Envelope RecipientsAdds one or more recipients to an envelope.
- Add Favorite TemplateSet one or more templates as account favorites.
- Add Or Replace Envelope DocumentAdds or replaces a document in an existing draft or in-process envelope.
- Add Recipient TabsAdds one or more tabs for a recipient.
- Add Signing Group MembersAdds one or more new members to a signing group.
- Add Template DocumentsAdds one or more documents to an existing template document.
- Add Template Document TabsAdds tabs to the document specified by documentId in the template specified by templateId.
- Add Template RecipientsAdds one or more recipients to a template.
- Add Template Recipient TabsAdds one or more tabs for a recipient.
- Add Templates To EnvelopeAdds templates to the specified envelope.
- Add Template Workflow StepAdds a new step to a template's workflow.
- Add User Signature ImagesAdds a user signature image and/or user initials image to the specified user.
- Add Users To GroupAdds one or more existing Docusign users to an existing group.
- Apply Bulk Send Batch ActionApplies a bulk action to all envelopes from a specified bulk send.
- Close UsersCloses one or more users in the account, preventing them from accessing account features. Users are not permanently deleted.
- Commit Chunked UploadCommit a chunked upload.
- Configure Cloud Storage ProvidersConfigures the redirect URL information for one or more cloud storage providers for the specified user.
- Create AccountCreates one or more new DocuSign accounts. Restricted to partner integrations working with DocuSign Business Development.
- Create Account Custom FieldThis method creates a custom field and makes it available for all new envelopes associated with an account.
- Create Account SignaturesAdds or updates one or more account stamps.
- Create BCC Email ArchiveCreates a BCC email archive configuration for an account, adding a BCC email address for archiving the emails that Docusign generates.
- Create BrandThis method creates one or more brand profile files for an account.
- Create Bulk Send ListCreates a bulk send list.
- Create Connect ConfigurationCreates a Connect configuration.
- Create Connect HMAC SecretGenerates a new Connect HMAC secret.
- Create Console View URLReturns a URL that enables you to embed the Docusign UI in your applications.
- Create Custom TabCreates a tab with pre-defined properties, such as a text tab with a certain font type and validation pattern.
- Create Document Custom FieldsCreates custom document fields in an existing envelope document.
- Create Document Responsive HTML PreviewCreates a preview of the responsive HTML version of a specific document.
- Create EnvelopeCreates and sends an envelope, or creates a draft envelope.
- Create Envelope Correction ViewReturns a URL to the envelope correction UI. Use after an envelope has been sent.
- Create Envelope Custom FieldsCreates envelope custom fields for an envelope.
- Create Envelope Edit ViewReturns a URL to the edit view UI. Use before an envelope has been sent.
- Create Envelope Recipient PreviewCreates an envelope recipient preview.
- Create Envelope Recipient ViewReturns a URL to the recipient view UI. For signer recipients, returns the embedded signing view. Can also be used for other recipient types.
- Create Envelope Sender ViewReturns a URL to the sender view UI. Used before an envelope has been sent.
- Create Envelope Shared Recipient ViewReturns a URL to the shared recipient view UI for an envelope.
- Create Envelope Transfer RuleCreates an envelope transfer rule.
- Create Envelope Workflow StepAdds a new step to an envelope's workflow.
- Create GroupsCreates one or more groups for the account.
- Create Manual ID Review ViewCreates the link to the page for manually reviewing IDs.
- Create Notary JurisdictionRegisters the currently authenticated notary in a new jurisdiction.
Formstack Documents modules
- Combine FilesCombines files into one PDF or Word file.
- Compress a PDFCompresses a PDF file.
- Convert a File to PDFConverts a file to a PDF.
- Copy a DocumentCreates a copy of a document template.
- Create a Data RouteCreates a data route.
- Create a Data Route DeliveryCreates a delivery for a data route.
- Create a DocumentCreates a document template.
- Create a Document DeliveryCreates a delivery for a document.
- Delete a Data RouteDeletes a data route.
- Delete a DocumentDeletes a document template.
- Download a Merged Data RouteRuns a data route and returns the generated file or the list of files.
- Download a Merged DocumentMerges a document and returns the generated file.
- Encrypt a PDFEncrypts a PDF file.
- Get a Data RouteReturns a single data route.
- Get a DocumentReturns a single document template.
- Get a Document FileReturns the file stored on a document template.
- List Data Route DeliveriesRetrieves the deliveries on a data route.
- List Data Route FieldsRetrieves the fields used by a data route.
- List Data Route RulesRetrieves the rules on a data route.
- List Data RoutesRetrieves a list of data routes.
- List Document DeliveriesRetrieves the deliveries on a document.
- List Document FieldsRetrieves the fields on a document template.
- List DocumentsRetrieves a list of document templates.
- Make an API CallPerforms an arbitrary authorized API call.
- Merge a Data RouteSends one payload through a data route.
- Merge a DocumentMerges data into a document template.
- Split a PDFSplits a PDF into pages or a chosen page range.
- Update a Data RouteUpdates a data route.
- Update a DocumentUpdates a document template.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with DocuSign and Formstack Documents integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting DocuSign and Formstack Documents.
Connect your DocuSign and Formstack Documents accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: use DocuSign's "Add Brands To Group" action to perform Formstack Documents's "Combine Files" action. DocuSign has 415 actions (including Add Brands To Group, Add Chunked Upload Part, and Add Contacts); Formstack Documents has 29 actions (including Combine Files, Compress a PDF, and Convert a File to PDF). Add filters and transforms between steps when you need them. [1]
Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]
No. DocuSign-to-Formstack Documents automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment DocuSign (or Formstack Documents) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your DocuSign + Formstack Documents automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the DocuSign and Formstack Documents integration.
- DocuSign and Formstack Documents integration source code, module specs and credentials implementation.
- Our DocuSign and Formstack Documents integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for DocuSign and Formstack Documents — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- DocuSign integration information
- Formstack Documents integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library