About Formstack

Formstack provides a suite of three products: Forms (drag-and-drop form builder with conditional logic and payment processing), Documents (automated document generation from data), and Sign (e-signature collection). Together they automate end-to-end data collection, generation, and approval workflows. It is used by operations, HR, healthcare, and legal teams needing HIPAA-compliant, no-code workflow automation.

AI Agent Use Cases

- Drag-and-drop form builder with conditional logic

- Document generation from form or external data sources

- E-signature collection (Formstack Sign)

- HIPAA-compliant forms and workflows

- Integrations with Salesforce, Google Drive, and 300+ apps

- Approval workflows and automated email responses

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