STEP 1
Connect Formstack Documents and KoBoToolbox
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 KoBoToolbox Integration
Formstack Documents
KoBoToolbox
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep Formstack Documents and KoBoToolbox in sync by integrating their events and actions. When productivity events happen in Formstack Documents, update the KoBoToolbox automatically - without any line of code in visual workflow builder.
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Learn about Formstack Documents and KoBoToolbox
Detailed info you need to know about Formstack Documents and KoBoToolbox integrations in WEXTL. Explore which modules apps support and how you connect them.
Formstack Documents
Document generation from templates, with data routes. [5]
KoBoToolbox
Manage KoBoToolbox projects, submissions, exports, hooks, and organizations. [6]
How to connect Formstack Documents to KoBoToolbox
Set up your Formstack Documents and KoBoToolbox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Formstack Documents and KoBoToolbox 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 KoBoToolbox. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Formstack Documents and KoBoToolbox work in WEXTL?
WEXTL exposes actions and triggers for Formstack Documents and KoBoToolbox 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.
KoBoToolbox triggersFormstack Documents actions
KoBoToolbox modules
- Add SubmissionAdds a submission to a project.
- Assign PermissionGrants a user a permission on a project.
- Assign Permissions (Bulk)Grants several permission assignments at once.
- Bulk Project ActionPerforms an action on several projects at once.
- Clone Permission AssignmentsCopies permission assignments from another project.
- Create Asset SnapshotCreates a form snapshot for preview or sharing.
- Create Asset SubscriptionSubscribes to a public library collection.
- Create Export SettingCreates a saved export setting for a project.
- Create Export TaskCreates an export task for a project.
- Create HookCreates a REST service that forwards new submissions.
- Create My Access Log ExportCreates an access log export for the current account.
- Create Organization InviteInvites someone to an organization.
- Create Paired Data ConnectionConnects another project as a data source.
- Create ProjectCreates a new project.
- Create Project FileAdds a media or form file to a project.
- Create Project History ExportCreates an activity export for a project.
- Delete Asset SnapshotDeletes a form snapshot.
- Delete Asset SubscriptionUnsubscribes from a library collection.
- Delete AttachmentDeletes a submission attachment.
- Delete Attachments (Bulk)Deletes several submission attachments at once.
- Delete Export SettingDeletes a saved export setting.
- Delete Export TaskDeletes an export task.
- Delete HookDeletes a REST service.
- Delete Organization InviteDeletes an organization invitation.
- Delete Paired Data ConnectionDeletes a paired data connection.
- Delete ProjectDeletes a project.
- Delete Project FileDeletes a project file.
- Delete SubmissionDeletes a submission.
- Delete Submissions (Bulk)Deletes several submissions at once.
- Delete Submission Validation StatusClears the validation status of a submission.
- Delete Submission Validation Statuses (Bulk)Clears the validation status on several submissions at once.
- Deploy ProjectDeploys a project so it can receive submissions.
- Duplicate SubmissionCreates a copy of an existing submission.
- Get Asset SnapshotReturns a single form snapshot.
- Get Asset SubscriptionReturns a single library collection subscription.
- Get Attachment Audio DurationReturns the audio duration of submission attachments.
- Get Current UserReturns the account the connection belongs to.
- Get Daily Submission CountsReturns daily submission counts for a project.
- Get Export SettingReturns a single saved export setting.
- Get Export Setting DataReturns generated export data for a saved export setting.
- Get Export TaskReturns a single export task.
- Get HookReturns a single REST service.
- Get Hook LogReturns a single REST service delivery log.
- Get ImportReturns a single form import.
- Get My Access LogsRetrieves a list of sign-in records for the current account.
- Get My Asset UsageReturns per-project usage for the current account.
- Get OrganizationReturns a single organization.
- Get Organization Asset CountsReturns project counts for an organization.
- Get Organization AssetsRetrieves a list of an organization's projects.
- Get Organization Asset UsageReturns per-project usage for an organization.
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 KoBoToolbox 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 KoBoToolbox.
Connect your Formstack Documents and KoBoToolbox 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 KoBoToolbox's "Watch New Submissions" 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); KoBoToolbox has 111 actions (including Add Submission, Assign Permission, and Assign Permissions (Bulk)). 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-KoBoToolbox 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 KoBoToolbox) 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 + KoBoToolbox 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 KoBoToolbox integration.
- Formstack Documents and KoBoToolbox integration source code, module specs and credentials implementation.
- Our Formstack Documents and KoBoToolbox integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Formstack Documents and KoBoToolbox — 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
- KoBoToolbox integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library