STEP 1
Connect Formstack Documents and Grain
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Formstack Documents and Grain Integration
Build productivity workflows between Formstack Documents and Grain on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Formstack Documents and Grain
Detailed info you need to know about Formstack Documents and Grain integrations in WEXTL. Explore which modules apps support and how you connect them.
Formstack Documents
Document generation from templates, with data routes. [5]
How to connect Formstack Documents to Grain
Set up your Formstack Documents and Grain integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Formstack Documents and Grain 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 Formstack Documents and Grain. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Formstack Documents and Grain work in WEXTL?
WEXTL exposes actions and triggers for Formstack Documents and Grain 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.
Grain triggersFormstack Documents actions
Grain modules
- Add a Tag to a RecordingAdds a Tag to a Recording.
- Create HookCreates Hook.
- Create UploadCreates Upload.
- Delete HookDeletes Hook.
- Download RecordingDownloads Recording.
- Get RecordingReturns recording.
- Get Recording TranscriptReturns recording Transcript.
- Get Recording Transcript as TextReturns recording Transcript as Text.
- Get Token InfoReturns token Info.
- Get UploadReturns upload.
- List HooksRetrieves a list of hooks.
- List Meeting TypesRetrieves a list of meeting types.
- List RecordingsRetrieves a list of recordings.
- List TeamsRetrieves a list of teams.
- List UploadsRetrieves a list of uploads.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Promote UploadPromotes Upload.
- Remove a Tag from a RecordingRemoves a Tag from a Recording.
- Share Recording to a TeamShares Recording to a Team.
- Share Recording to a UserShares Recording to a User.
- Unshare Recording from a TeamUnshares Recording from a Team.
- Unshare Recording from a UserUnshares Recording from a User.
- Update RecordingUpdates Recording.
- Update UploadUpdates Upload.
- Watch New RecordingsTriggers when a recording is added.
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 Formstack Documents and Grain integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Formstack Documents and Grain.
Connect your Formstack Documents and Grain 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 Grain's "Watch New Recordings" fires, WEXTL can "Combine Files" in Formstack Documents. Formstack Documents has 29 actions (including Combine Files, Compress a PDF, and Convert a File to PDF); Grain has 25 actions (including Add a Tag to a Recording, Create Hook, and Create Upload). 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. Formstack Documents-to-Grain 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 Formstack Documents (or Grain) 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 Formstack Documents + Grain 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 Formstack Documents and Grain integration.
- Formstack Documents and Grain integration source code, module specs and credentials implementation.
- Our Formstack Documents and Grain integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Formstack Documents and Grain — 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.
- Formstack Documents integration information
- Grain integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library