STEP 1
Connect Formstack Documents and SignRequest
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 SignRequest Integration
Formstack Documents
SignRequest
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep Formstack Documents and SignRequest in sync by integrating their events and actions. When productivity events happen in Formstack Documents, update the SignRequest automatically - without any line of code in visual workflow builder.
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Learn about Formstack Documents and SignRequest
Detailed info you need to know about Formstack Documents and SignRequest integrations in WEXTL. Explore which modules apps support and how you connect them.
Formstack Documents
Document generation from templates, with data routes. [5]
SignRequest
Electronic signatures for teams, with templates and document signing. [6]
How to connect Formstack Documents to SignRequest
Set up your Formstack Documents and SignRequest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Formstack Documents and SignRequest 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 SignRequest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Formstack Documents and SignRequest work in WEXTL?
WEXTL exposes actions and triggers for Formstack Documents and SignRequest 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.
SignRequest triggersFormstack Documents actions
SignRequest modules
- Cancel a SignRequestCancels a signature request that is not finished yet.
- Create a DocumentCreates a document from a file, a public link, or a template.
- Create a Document AttachmentAdds a reference file to a document before the signature request is sent.
- Create a SignRequestCreates a signature request for a document and sends it to the signers.
- Create a TeamCreates a team with a name and a subdomain.
- Delete a DocumentDeletes a document for the sender.
- Delete a TeamDeletes a team.
- Forward a SignRequestForwards a signature request from one signer to a different email address.
- Get a DocumentReturns a single document, including its signing status and download links.
- Get a Document AttachmentReturns a single document attachment and its download link.
- Get an EventReturns a single document event.
- Get a SignRequestReturns a single signature request and its signers.
- Get a TeamReturns a single team, including its callback URL and members.
- Get a Team MemberReturns a single team member.
- Get a TemplateReturns a single template and its signer placeholders.
- Invite a Team MemberInvites a person to a team by email.
- List API TokensRetrieves the API tokens on this account.
- List Audit EventsRetrieves login and password-reset activity.
- List Document AttachmentsRetrieves files attached to documents for signers to read.
- List DocumentsRetrieves a list of documents in the account.
- List EventsRetrieves events SignRequest recorded for documents.
- List SignRequestsRetrieves a list of signature requests.
- List Team MembersRetrieves people who belong to the teams this token can access.
- List TeamsRetrieves teams this token can access.
- List TemplatesRetrieves templates created in SignRequest.
- Make an API CallPerforms an arbitrary authorized API call.
- Quick Create a SignRequestCreates a document and sends a signature request for it in one step.
- Resend a SignRequest EmailSends the signature request again to signers who have not signed.
- Search DocumentsSearches documents by name, signer, or status.
- Update a TeamUpdates a team's name, phone, color, or event callback URL.
- Watch SignRequest EventsTriggers when the selected SignRequest event occurs.
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 SignRequest 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 SignRequest.
Connect your Formstack Documents and SignRequest 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 SignRequest's "Watch SignRequest Events" 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); SignRequest has 30 actions (including Cancel a SignRequest, Create a Document, and Create a Document Attachment). 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-SignRequest 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 SignRequest) 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 + SignRequest 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 SignRequest integration.
- Formstack Documents and SignRequest integration source code, module specs and credentials implementation.
- Our Formstack Documents and SignRequest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Formstack Documents and SignRequest — 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
- SignRequest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library