STEP 1
Connect Formstack Documents and Grist
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 Grist Integration
Connect Formstack Documents and Grist 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 Formstack Documents and Grist
Detailed info you need to know about Formstack Documents and Grist 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 Grist
Set up your Formstack Documents and Grist integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Formstack Documents and Grist 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 Grist. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Formstack Documents and Grist work in WEXTL?
WEXTL exposes actions and triggers for Formstack Documents and Grist 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.
Grist triggersFormstack Documents actions
Grist modules
- Add ColumnsCreates columns.
- Add or Update ColumnsCreates or update columns.
- Add or Update RecordsCreates or update records.
- Add RecordsCreates records.
- Add TablesCreates tables.
- Apply Change ProposalPerforms apply change proposal.
- Apply User ActionsPerforms apply user actions.
- Compare Document VersionsRetrieves compare document versions.
- Compare Two DocumentsRetrieves compare two documents.
- Copy Document to WorkspaceCopies document to workspace.
- Create Change ProposalCreates change proposal.
- Create DocumentCreates document.
- Create Document in WorkspaceCreates document in workspace.
- Create or Regenerate API KeyCreates or regenerate api key.
- Create SCIM GroupCreates scim group.
- Create SCIM UserCreates scim user.
- Create Service AccountCreates service account.
- Create WorkspaceCreates workspace.
- Delete API KeyDeletes api key.
- Delete ColumnDeletes column.
- Delete DocumentDeletes document.
- Delete Document Action HistoryDeletes document action history.
- Delete OrganizationDeletes organization.
- Delete RecordsDeletes records.
- Delete SCIM GroupDeletes scim group.
- Delete SCIM UserDeletes scim user.
- Delete Service AccountDeletes service account.
- Delete Service Account API KeyDeletes service account api key.
- Delete UserDeletes user.
- Delete WorkspaceDeletes workspace.
- Disable DocumentPerforms disable document.
- Disable UserPerforms disable user.
- Download All AttachmentsDownloads all attachments.
- Download AttachmentDownloads attachment.
- Download Document as ExcelDownloads document as excel.
- Download Document (SQLite)Downloads document (sqlite).
- Download Table as CSVDownloads table as csv.
- Download Table as DSVDownloads table as dsv.
- Download Table as TSVDownloads table as tsv.
- Download Table SchemaDownloads table schema.
- Enable DocumentPerforms enable document.
- Enable UserPerforms enable user.
- Flush Document to StoragePerforms flush document to storage.
- Fork DocumentPerforms fork document.
- Get Active SessionReturns active session.
- Get API KeyReturns api key.
- Get AttachmentReturns attachment.
- Get Attachment StoreReturns attachment store.
- Get Attachment Transfer StatusReturns attachment transfer status.
- Get DocumentReturns document.
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 Grist 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 Grist.
Connect your Formstack Documents and Grist 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 Grist's "Watch New Rows" 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); Grist has 136 actions (including Add Columns, Add or Update Columns, and Add or Update Records). 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-Grist 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 Grist) 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 + Grist 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 Grist integration.
- Formstack Documents and Grist integration source code, module specs and credentials implementation.
- Our Formstack Documents and Grist integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Formstack Documents and Grist — 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
- Grist integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library