Formstack integration + automation

Formstack integrations couldn’t be easier with the Tray Platform’s robust Formstack connector, which connects any services without the need for separate integration tools.

Formstack

Low-code Formstack integrations

Easily integrate Formstack with any data source in your tech stack. The low-code Tray Platform’s 100% visual interface empowers business users to build their own custom Formstack integrations—no IT support required. Flow prospect, customer, and employee data from your online forms and surveys across all of your favorite systems.

You can connect the Formstack API with any data source, including flat files (such as CSVs), FTP, email, webhooks, and any other cloud tool, including data within custom fields. Drag and drop together Formstack integrations fast that sync with your forms, documents, and e-signatures.

You can also use our platform to easily stand up custom Formstack automation. Now, you can integrate and automate Formstack to bi-directionally sync your form data with any application. Save hours of manual work and streamline your most business-critical processes. Do more, faster with the Tray Platform.

Formstack automation for any use case

The Tray Platform offers a library of pre-built connectors, data helpers, and custom logic operators that gives anyone the power to design powerful Formstack automation. Integrate and automate any number of applications in your tech stack, in any combination, to create custom multi-step workflows. Now, you can sync data across Formstack and any of your go-to tools, including your CRM, payment platform, file hosting service, marketing automation platform, project management tool, and more.

Get the most out of your online forms with powerful automated workflows. Your sales team can automatically create new proof-of-concept and scoping documents with form data. Your marketing experts can connect lead capture forms with their marketing automation platform to rapidly create landing pages to support demand generation campaigns. Drive even more leads, signups, and form engagement with the Tray Platform.

Business users in sales, marketing, IT, finance, HR, and many other teams across the organization rely on our Formstack connector to streamline manual data entry and do more, faster.

Heavy-duty Formstack use cases

Business users can start building on the low-code Tray Platform today. And power users love that our platform can handle their heavy-duty data jobs that touch billions of records daily. We built our platform on elastic, serverless architecture, so your workflows scale with your changing data needs.

Need to process payments, capture signups, or sync other information from prospects and customers with your CRM or MAP? Need to sync employee information from surveys and quizzes with your HR information systems? Need to create highly detailed and personalized proof-of-concept documents using form entry data from a prospect? You can design custom automated workflows for any use case since we also integrate important tools such as Stripe, Shopify, Salesforce, Mailchimp, Podio, Dropbox, DocuSign, Airtable, HubSpot, PayPal, and others.

Security teams trust our platform, thanks to our enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.

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