Formstack | AI Agent Tools

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About Formstack

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

• 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.

Available Actions

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

Create Form

6 inputs

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

Inputs

name

The form name

fields

Array of Field resources IDs. [See fields docs here](https://formstack.readme.io/docs/field-types). E.g. `[ { \

language

The language for the form - [use ISO 639-1 language codes](https://en.wikipedia.org/wiki/List_of_ISO_639-1_codes)

submitButtonTitle

The submit button title

Flag to disable or enable submissions to be saved in our database

password

Sets a password for the form

Create Form Submission

3 inputs

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

Inputs

formId

Select a form

fields

Value that should be stored for a specific field on the form. For this parameter, x must contain the id of the field whose value should be set. For fields with subfields (name, address, etc), use array notation with each item being the subfield and each key being the name of that subfield. E.g. { \

encryptionPassword

The password used to decrypt your submissions. Without this value, you will only receive the submission ID and the success message when submitting encrypted forms

Get Form

1 input

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

Inputs

formId

Select a form

About Formstack

AI Agent Use Cases

Available Actions

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

Create Form

6 inputs

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

Inputs

name

The form name

fields

Array of Field resources IDs. [See fields docs here](https://formstack.readme.io/docs/field-types). E.g. `[ { \

language

The language for the form - [use ISO 639-1 language codes](https://en.wikipedia.org/wiki/List_of_ISO_639-1_codes)

submitButtonTitle

The submit button title

Flag to disable or enable submissions to be saved in our database

password

Sets a password for the form

Create Form Submission

3 inputs

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

Inputs

formId

Select a form

fields

encryptionPassword

The password used to decrypt your submissions. Without this value, you will only receive the submission ID and the success message when submitting encrypted forms

Get Form

1 input

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

Inputs

formId

Select a form