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Formstack

Use Formstack with AI Agents

formstack.com

Platform that helps businesses automate data collection, document generation, and workflow management to streamline operations and improve productivity

Workflow AutomationOne click sign inVerified

Formstack is a flexible no-code platform that enables businesses to create custom online forms, surveys, and documents using a drag-and-drop interface. It supports over 150 integrations with popular tools like Salesforce, Google Sheets, and Mailchimp, allowing seamless data flow across systems. Key features include conditional logic, payment collection, data encryption, and workflow automation to route submissions and approvals efficiently. Formstack also offers document generation capabilities that consolidate data from multiple sources into customizable templates, supporting compliance needs such as HIPAA for healthcare. This platform empowers businesses to reduce manual tasks, improve data accuracy, and accelerate processes without requiring technical expertise.

AI Agent use cases for Formstack

AI agents can autonomously create and customize forms based on business requirements, embedding conditional logic and payment options to optimize data capture. They can automate routing of form submissions and trigger multi-step workflows, such as approvals or notifications, integrating with CRM and accounting systems to update records in real time. Additionally, AI agents can generate and populate documents by aggregating data from various sources within Formstack, ensuring compliance and accelerating contract or report finalization without human intervention.

Agent Actions with Formstack

These are the specific actions that AI agents can perform with this tool

Create Form

Creates a new form within your Formstack account with specified configurations.

6 inputs

Create Form Submission

Creates a new submission by sending data to a specified Formstack form

3 inputs

Get Form

Retrieves detailed information of a specified Formstack form by its ID.

1 input