Formstack Documents Integration

Document generation from templates, with data routes. Connect Formstack Documents to workflows that keep personal and team productivity tools synchronized. Start with Get a Data Route, then use Get a Document or Get a Document File to handle repetitive updates.

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Supported triggers and actions for Formstack Documents integration

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

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.
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.
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.

How to integrate Formstack Documents in automation workflow?

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

STEP 1

Select Formstack Documents in workflow

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

STEP 2

Connect Formstack Documents

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

WEXTL wants to integrate with your Formstack Documents account. Approve?

STEP 3

Build a workflow

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

Formstack Documents

How Formstack Documents connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Formstack Documents 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 Formstack Documents supports.

Full Formstack Documents API documentation

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

Demonstration of Formstack Documents connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	On your account page, create an API key. Enter the key, which is the part before the colon.
API SecretRequired	password	Enter the secret that belongs to that key. It is the part after the colon.

Connect Formstack Documents to popular apps on WEXTL

Enter a name of the other app you want to sync with Formstack Documents below. Click on selected app to explore integration options with Formstack Documents. 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 Formstack Documents integration

Select Get a Data Route action from Formstack Documents - this will be a starting point in your automation. Whenever event happens in Formstack Documents, workflow will start [7] from Get a Data Route node.

Search for Create a Data Route Delivery, connect it as the next step of integration sequence. You can use filters between Get a Data Route and Create a Data Route Delivery, so only important data pass from Get a Data Route to the next step. WEXTL gives you full control over the process of Formstack Documents automation. All parts of workflow are visible on the canvas [4].

Formstack Documents on WEXTL has 29 modules for building productivity automations. Explore Formstack Documents documentation for more.

Formstack Documents

Get a Data Route

PDFMonkey

Performs action

PDFMonkey

Triggers

Formstack Documents

Create a Data Route Delivery

Demonstration of how visual Formstack Documents automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Formstack Documents in your workflows.

Formstack Documents has no triggers, but it provides 29 actions including "Get a Data Route", "Get a Document", and "Get a Document File". Pair them with triggers from other apps to automate Formstack Documents tasks.

Integration has 29 actions, including "Get a Data Route", "Get a Document", and "Get a Document File", and more. Refer to our Formstack Documents 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 Formstack Documents integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Formstack Documents official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents integration.

Formstack Documents integration source code, module specs and credentials implementation.
Internal Formstack Documents integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Formstack Documents 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® Formstack Documents App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Formstack Documents Integration

Supported triggers and actions for Formstack Documents integration