Form.io Integration

Enterprise form and data management platform for building forms, collecting submissions, and managing projects. Link Form.io tasks, notes, and updates to CRM, chat, and project tools automatically. When Watch New Submissions fires, continue with Check Submission Exists or Export Form Definition so the next work item is ready.

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Supported triggers and actions for Form.io integration

Triggers can detect changes in Form.io and run actions that can create, search or modify data inside Form.io automatically [3] — exactly how you set them.

Watch New SubmissionsTriggers when new submissions occur.
Watch SubmissionsTriggers when submissions occur.
Watch Updated SubmissionsTriggers when updated submissions occur.
Check Submission ExistsChecks submission exists.
Export Form DefinitionExports form definition.
Export ProjectExports project.
Get Action TypeReturns action type.
Get Aggregated ReportReturns aggregated report.
Get Download File (Dropbox)Returns download file (dropbox).
Get Download File (Google Drive)Returns download file (google drive).
Get Download SAS URL (Azure)Returns download sas url (azure).
Get Download URL (S3)Returns download url (s3).
Get FormReturns form.
Get Form ActionReturns form action.
Get Form DraftReturns form draft.
Get Form RevisionReturns form revision.
Get PDF Download TokenReturns pdf download token.
Get PDF FileReturns pdf file.
Get PDF HTMLReturns pdf html.
Get ProjectReturns project.
Get Project AccessReturns project access.
Get Project AdminReturns project admin.
Get Project VersionReturns project version.
Get RoleReturns role.
Get Server HealthReturns server health.
Get Server StatusReturns server status.
Get Stage Remote TokenReturns stage remote token.
Get SubmissionReturns submission.
Get Submission PDF DownloadReturns submission pdf download.
Get Submission RevisionReturns submission revision.
Get TeamReturns team.
List Available Action TypesRetrieves a list of available action types.
List Form ActionsRetrieves a list of form actions.
List Form RevisionsRetrieves a list of form revisions.
List FormsRetrieves a list of forms.
List Project AdminsRetrieves a list of project admins.
List Project StagesRetrieves a list of project stages.
List Project TenantsRetrieves a list of project tenants.
List Project VersionsRetrieves a list of project versions.
List ProjectsRetrieves a list of projects.
List RolesRetrieves a list of roles.
List Submission RevisionsRetrieves a list of submission revisions.
List SubmissionsRetrieves a list of submissions.
List Team ProjectsRetrieves a list of team projects.
List TeamsRetrieves a list of teams.
List Uploaded PDFsRetrieves a list of uploaded pdfs.
Accept Team InviteAccepts team invite.
Add Team MemberCreates team member.
Create FormCreates form.
Create Form ActionCreates form action.
Create Platform UserCreates platform user.
Create ProjectCreates project.
Create Project AdminCreates project admin.
Create Project VersionCreates project version.
Create RoleCreates role.
Create StageCreates stage.
Create SubmissionCreates submission.
Create TeamCreates team.
Create TenantCreates tenant.
Delete Blob (Azure)Deletes blob (azure).
Delete File (Google Drive)Deletes file (google drive).
Delete File (S3)Deletes file (s3).
Delete FormDeletes form.
Delete Form ActionDeletes form action.
Delete ProjectDeletes project.
Delete Project AdminDeletes project admin.
Delete Project VersionDeletes project version.
Delete RoleDeletes role.
Delete StageDeletes stage.
Delete SubmissionDeletes submission.
Delete TeamDeletes team.
Delete TenantDeletes tenant.
Delete Uploaded PDFDeletes uploaded pdf.
Deploy Version To StagePerforms deploy version to stage.
Generate PDF From SubmissionGenerates pdf from submission.
Import ProjectPerforms import project.
Make an API CallPerforms an arbitrary authorized API call.
Remove Team MemberDeletes team member.
Set Remote Connection (Stage)Sets remote connection (stage).
Update FormUpdates form.
Update Form ActionUpdates form action.
Update Form DraftUpdates form draft.
Update ProjectUpdates project.
Update RoleUpdates role.
Update SubmissionUpdates submission.
Update Submission FieldsUpdates submission fields.
Update TeamUpdates team.
Update Team MemberUpdates team member.
Update TenantUpdates tenant.
Upload File (Azure)Uploads file (azure).
Upload File (Dropbox)Uploads file (dropbox).
Upload File (Google Drive)Uploads file (google drive).
Upload File (S3)Uploads file (s3).
Upload PDF FileUploads pdf file.
Validate SubmissionPerforms validate submission.

How to integrate Form.io in automation workflow?

3 simple steps to make your Form.io connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Form.io in workflow

Pick Form.io app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Form.io

When prompted, authorize access to Form.io in WEXTL once. Form.io credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Form.io account. Approve?

STEP 3

Build a workflow

Build your workflow with Form.io yourself or with WEXTL® AI Builder. Connect Form.io to any available integrations [5], or use HTTP node to go beyond them.

Form.io

How Form.io connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Form.io app is called in workflows. That allows your productivity automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Form.io supports.

Full Form.io API documentation

The following table illustrates what fields Form.io integration require during authorization flow inside our workflow builder [4].

Demonstration of Form.io connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Server URL	url	Leave empty for Form.io Cloud (https://api.form.io). For self-hosted, enter your API origin.
Login Path	text	Path used to exchange email and password for a JWT. Default /formio/user/login.
EmailRequired	email	—
PasswordRequired	password	—

Connect Form.io to popular apps on WEXTL

Enter a name of the other app you want to sync with Form.io below. Click on selected app to explore integration options with Form.io. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Form.io integration

Select Watch New Submissions trigger from Form.io - this will be a starting point in your automation. Whenever event happens in Form.io, workflow will start [7] from Watch New Submissions node.

Search for Update Submission Fields, connect it as the next step of integration sequence. You can use filters between Watch New Submissions and Update Submission Fields, so only important data pass from Watch New Submissions to the next step. WEXTL gives you full control over the process of Form.io automation. All parts of workflow are visible on the canvas [4].

Form.io on WEXTL has 95 modules for building productivity automations. Explore Form.io documentation for more.

Form.io

Watch New Submissions

Toggl

Performs action

Toggl

Triggers

Form.io

Update Submission Fields

Demonstration of how visual Form.io automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Form.io in your workflows.

Form.io has 3 triggers, including "Watch New Submissions", "Watch Submissions", and "Watch Updated Submissions". Triggers are start points of the workflow, and automations may start from them.

Integration has 92 actions, including "Check Submission Exists", "Export Form Definition", and "Export Project", and more. Refer to our Form.io Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Form.io integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Form.io official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Form.io provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Form.io or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Form.io inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Form.io modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Form.io integration.

Form.io integration source code, module specs and credentials implementation.
Internal Form.io integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Form.io vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Form.io App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Form.io Integration

Supported triggers and actions for Form.io integration