Connect Formstack Products

Connect Formstack Forms and Formstack Documents

Easily create PDF files from your form submissions and email them to yourself or your customers with the Formstack Documents integration.

Install the Formstack Document integration to a Formstack Form

Step 1: From your Formstack Form, navigate to Settings (gear icon)  and select Integrations from the options.

Step 2: Type in Formstack Documents or select “Documents” from the available integrations and select Add:

Step 3: Choose Log into Formstack Documents. This will populate your Formstack Documents API key and secret or find the API information here. 

NOTE: If you do not have a Formstack Documents account, select Start Free Trial, and follow the prompts to add the app.  

Step 4a: From the Formstack Documents integration setup page, select whether you want to import an existing document or create a new document using this form:

• Choose document: Select to choose a pre-existing document in your Formstack Documents account. Then match up the merge fields with the fields on your form. 
  • Note: If your document contains a checkbox field(s), this field has its own merge field to trigger a checkbox to display properly. 
• Create a new document using this form: This will auto-create a document in Formstack Documents with your form HTML and set up the integration and auto-map all the fields. 

(Optional)Step 4b: Toggle to Data Route under Type if you wish to send incoming data to multiple documents in your account and choose the route. For more information on Formstack Documents Data Route feature, check out this section.

To use this, you will first need to create a Data Route in your Formstack Documents account and then define your Rules and Settings in Formstack Documents. This will determine how and where the data submitted in the forms will populate the data in your Formstack Documents files.

NOTE: Data Route rules in Formstack Documents differ from the Data routing rules on forms. 

Step 5: Select Customize your document in Formstack Documents:

There, personalize your document template and delivery preference. 

NOTE: if a Data Route is used in place, select Customize your data route in Formstack678967899iukk 678768768ǐ

Connect Forms for Salesforce and Formstack Documents

With limitless document integrations, easily add Formstack Documents into your Forms for Salesforce to populate collected form data into your company-branded professional documents like contracts and offer letters.

When you configure Formstack Documents on Forms for Salesforce, you can:

• merge data from a form submission into a Formstack Documents template to generate a PDF, Word, Excel, or PowerPoint document.
• save the generated document to any of the Salesforce submission records automatically.
• generate multiple document merges concurrently from the same submission.
• trigger over 40+ integrations for delivering generated documents.
• NOTE: The Formstack Document integration is currently unavailable on NativeCloud.

Install the Formstack Document integration into a Forms for Salesforce Form

Step 1: In Formstack Documents, create a new set of API credentials:

• Within your Formstack Documents account (https://www.webmerge.me/manage/), select your avatar and choose Api Access from the dropdown menu
• Select the +New API Key button
• Add a custom name for the API Key and select Create Key to add the newly created key under the API tab:

Step 2:  Navigate to your Forms for Salesforce dashboard and select Edit on a form:

Step 3: Select Documents from the available tabs.

Step 4: Click the + New Document button:

Step 5: Fill out the outlined document steps:

• Step 1 Document Name: Add a name to create the document.
• Step 2 Document Type: Connect to Formstack Documents. Here, add the created API Key and API Secret (if this is the first Formstack Document added into your Salesforce Organization) created in Step 1 and select a document from Formstack Documents or create a new document:
• In Step 2, map the document merge fields with the form fields and optionally check Loop to specify if a document template merge field is an array and merge the list of all values of a Repeated Object field. For example, if you have a repeated section on your form with a “Name” field (Contact object), you can send an array of all Name values so that these values can be iterated over and merged into the document.
• Step 3 Save Documents To: Choose which object record you would like to save your generated document to.
• Step 4 Ready and Save: Select Save Document Setup to capture the Formstack Documents integration.

NOTE: Multiple documents can be generated using the same template and do not need to have the same merge field configuration.

• Step 6. Once saved, documents will generate with the submitted data. Documents are generated concurrently and there is no explicit order in which generation or delivery will occur.

Manage Documents in Forms for Salesforce

You can see a list of documents that will be generated for a given form on the Documents tab within the form editor. Hover over each document configuration to edit, duplicate, or delete:

NOTE: When migrating a form between Salesforce Organizations, document configurations will not migrate and must be manually created and updated in the target organization.

Connect Formstack Documents and Formstack Sign

Collect signatures, and time-sensitive signatures by setting an expiration date, on your documents by integrating Formstack Documents and Formstack Sign. The easy-to-use and secure integration of these Formstack products allow your customers to simply open, review, and eSign, and submit—all from their mobile phone, tablet, or computer.

Set up document

Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Product} to insert your customer information. 

Step 2: Upload the template to Formstack Documents. Select New Document, enter a name and choose "I have a document I would like to use" from the dialogue box.

NOTE: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information. 

Add eSignature tags

Formstack Sign uses “text tags” to indicate where the signature should be placed in the document. These text tags look like: [sig|req|signer1]

Tip: Change the color of your eSignatures tags to white text so your eSignatures will populate correctly. 

Break down of text tags

Text tags used by Formstack Sign have three parts: [sig|req|signer1]. 

Part 1:  Text tag type 

Formstack Sign offers the following text tags “types”:

• sig - to require a signature (Example: [sig|req|signer1])
• check - for creating a checkbox (Example: [check|req|signer1])
• initial - for requiring a signer’s initials (Example: [initial|req|signer1])
• date - will auto-populate the date when passed through Formstack Sign (Example: [date|req|signer1])
• text - will provide a short answer text box in place of the text tag (Example: [text|req|signer1])
• fullname- will populate the full printed name of the signer (Example: [fullname|req|signer1])

Part 2: Text tag requirement 

• req - a required field (Example: [sig|req|signer1])
• noreq - a field that is not required (Example: [initial|noreq|signer1])

Part 3: Tag tag assignee if assigning multiple signers to the same document

• Signer 1 (Example: [sig|req|signer1])
• Signer 2 (Example: [sig|req|signer2])
• Signer 3 (Example: [sig|req|signer3]) 

Send your document for eSignature with Formstack Sign

Once you are done with your Formstack template, set up your document delivery to Formstack Sign. 

Step 1: Select the Deliver tab and choose Formstack Sign from the list of integrations.

If you haven’t already, you’ll be prompted to connect your Formstack Sign account. 

Step 2: Once the Formstack apps are connected, fill out the setup screen including:

• Subject line
  • Tip: Match the subject line and document name in the event of an override
• Sender
• Assignee(s) based on tags in your document
  • Select the plus (+) sign to add additional signees to the delivery

By selecting the +More Options button, add customization and additional security to your eSignature delivery highlighted above.

• Select “Always send to Formstack Sign” (this will be auto-selected)
• Customize the email message to the signer
• Delay other deliveries until the document has been signed (for example, if you only want signed documents to be uploaded to your CRM or cloud-storage after they’ve been signed)
• Set up an email receipt 
• Set a signing request expiration date:
  • Set up a signing window from 1 day to 90 days (default is set to 15 days)
  • The expiration date is the number of days after the document is delivered via Formstack Sign
  • Check “Email participants when the document gets expired” to notify that the document is canceled 
    • NOTE: If there are multiple signers on the document, all need to sign prior to the expiration date. Otherwise, the document is canceled.