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Export to Formstack documents Bot

Export to Formstack documents Bot

Name: Export to Formstack documents Bot
Brand: airSlate
Rating: 4.2 (45 reviews)

Eliminate manual data entry and ensure the accuracy and accountability of your business information. Automatically transfer data to your Formstack documents with the Export to Formstack documents Bot.

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Developed by

airSlate Inc.

4,5 out of 5

(45 votes)

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Setup duration 5-10 min.

What the Export to Formstack documents Bot does

The Bot transfers chosen information to a Formstack document based on the if-this-then-that conditions you’ve set.

When to use the Export to Formstack documents Bot

Install and configure the Bot to automatically export specific data from your documents to Formstack records.

Export Custom Values to Export to Formstack documents Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings

First, connect your Formstack account. Once connected, pick a Formstack document for export. Select the document from your workflow and the fields you need to pull data from and connect them to the relevant fields in the Formstack document.

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

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.

Get your data exported in seconds

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 data will be transferred to the selected fields of the Formstack document.

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Install the Export to Formstack documents Bot to automate your document workflows

Start for free

Configure a Bot to send documents to Formstack Documents in a snap

Automation software is absolutely essential if you are using manual labor for growth. Why? Because manual labor almost always results in higher costs and lost time. The software (with its configurable Bots — software robots) will help unleash the potential of your company and build sustainable growth in a snap. For instance, there is a special Bot that builds Formstack documents integrations with airSlate.

This tool is priceless when cooperating with other companies and organizations that utilize other DPA solutions. For instance, let's say your e-commerce business has entered into a contract with a delivery company that uses Formstack. In order to provide customer information, you don’t need to pull it manually from airSlate and paste it into a separate document. Instead, configure the Bot to automate data transfers and send documents to Formstack documents without any manual labor or human interaction.

This will take up to ten minutes of your time and result in the following advantages:

Improved visibility
Focus on valuable tasks
Charted audit trails
Lower risks for delays
Savings in time, money and human resources

The relevant Bot can bring incredible operational results via Formstack documents integrations. It’s especially efficient for companies with B2B customers, and it's equally suitable for internal and external needs.

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Speed up repetitious tasks without a single line of write code

Employ Export to Formstack documents Bot

Start creating a new Flow and transfer forms or generate templates right on the platform to enable the Bots option. Find a needed Bot from the list.

Set it up

Open the Bot configuration menu. Complete all of the required fields to modify general and advanced settings. Don’t forget about determining activation circumstances in order to avoid false activations (you can add several conditions).

Investigate how it works

Execute the workflow and discover the results. Make sure the software robots are working correctly. If something fails, check the Bots log to correct the mistakes and run your Flow once again.