Export Custom Values to Formstack Documents Bot

Reduce manual data entry and improve data accuracy and consistency. Automatically transfer custom data from documents and processes to your Formstack Documents with the Export Custom Values to Formstack Documents Bot.

What the Bot does

The Bot exports custom values to the corresponding fields of Formstack Documents based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automate the process of transferring custom data such as the date of signing or any manually entered details in Formstack Documents.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 77 Templates
Used in 61 Workspaces
Installed 352 times in the last 30 days
97% success rate

4.5 out of 5

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Get your automated workflows up and running in minutes with the Export Custom Values to Formstack Documents Bot. No coding required.

Map custom values to a specific field in a document

Configure Bot settings

First, connect to your Formstack Documents account. Once connected, select the document you need. Then, match the custom values of your document with the fields in the Formstack document and enter the custom data you want to export.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to act when all or some of them are executed

Add conditions for when the Bot will act

Define what will trigger the Bot to act. Triggers can be a specific date, document data, user roles, an email, or a name. For example, select document fields and tell the Bot to export custom values when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get custom values exported to your Formstack Documents

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the manually entered data will be exported to the Formstack Documents fields you’ve specified.