STEP 1
Connect Form.io 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.
Form.io and Formstack Documents Integration
Connect Form.io and Formstack Documents to automate productivity workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Form.io and Formstack Documents
Detailed info you need to know about Form.io and Formstack Documents integrations in WEXTL. Explore which modules apps support and how you connect them.
Form.io
Enterprise form and data management platform for building forms, collecting submissions, and managing projects. [5]
Formstack Documents
Document generation from templates, with data routes. [6]
How to connect Form.io to Formstack Documents
Set up your Form.io and Formstack Documents integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Form.io 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 Form.io and Formstack Documents. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Form.io and Formstack Documents work in WEXTL?
WEXTL exposes actions and triggers for Form.io 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.
Form.io triggersFormstack Documents actions
Form.io modules
- Accept Team InviteAccepts team invite.
- Add Team MemberCreates team member.
- Check Submission ExistsChecks submission exists.
- 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.
- Export Form DefinitionExports form definition.
- Export ProjectExports project.
- Generate PDF From SubmissionGenerates pdf from submission.
- 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.
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 Form.io 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 Form.io and Formstack Documents.
Connect your Form.io and Formstack Documents accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Form.io's "Watch New Submissions" fires, WEXTL can "Combine Files" in Formstack Documents. Form.io has 3 triggers (including Watch New Submissions, Watch Submissions, and Watch Updated Submissions); 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 — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Form.io-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 Form.io (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 Form.io + 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 Form.io and Formstack Documents integration.
- Form.io and Formstack Documents integration source code, module specs and credentials implementation.
- Our Form.io and Formstack Documents integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Form.io 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.
- Form.io integration information
- Formstack Documents integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library