Formstack 101: Connecting Forms and Docs

How to create a simple document automation using Forms & Docs.

In this tutorial we're going back to square one to show how to set up a simple document automation with Formstack Forms and Formstack Documents. This is just scratching the surface with these two tools - but it highlights how easy it is to integrate the two.

The primary benefit of using the Formstack ecosystem for the entire workflow is that you eliminate the need for a third party data transfer tool. It is possible to achieve this same automation with other form and document tools — but other setups will require another tool, like Zapier, to transfer the data. Additionally, mapping your data inside of Formstack is much easier than creating your data mapping in Zapier.