Formstack

Formstack

Formstack currently provides 2 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

Other2 triggers5 actions

Triggers

(2)

New Submission

Triggers when a form receives a new submission

New Form

Triggers when a new form is created

Actions

(5)

Create Submission

Submit data to a Formstack form

Find Form by Name or ID

Find a form by name or ID

Get Submission Details

Get details of a form submission

Find Submission by Field Value

Search submissions by field values

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Formstack and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Formstack activity into Coherence

Start from a supported Formstack event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Submission

Finishes with

Create or update a Coherence record

Act in Formstack from a Coherence workflow

Use a change in Coherence to run a supported Formstack action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Submission

Connect Formstack to the wider customer workflow

Combine Formstack with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.

Starts with

New Submission

Finishes with

Create Submission, then preserve the outcome in Coherence

How to connect Formstack

The exact authentication fields depend on Formstack. The workflow structure stays straightforward:

1

Connect the account

Authorize the Formstack account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Related integrations for the same workflow

Explore apps that share a category with Formstack or provide a complementary trigger or action.

Formstack integration questions

What can I automate with the Formstack integration?

Formstack currently provides 2 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Formstack triggers and actions are available?

Formstack currently lists 2 triggers and 5 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Formstack connect to other apps through Coherence?

Yes. A workflow can combine supported Formstack triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Formstack?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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