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Export to Formstack documents Bot

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.
Try automation, it’s free!
What the 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
Install and configure the Bot to automatically export specific data from your documents to Formstack records.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 34 Templates
  • Used in 15 Workspaces
  • Installed 404 times in the last 30 days
  • 98% success rate
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Get your automated workflows up and running in minutes with the Export to Formstack documents Bot. No coding required.

Choose one or more documents if necessary
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 multiple conditions and tell the Bot to run when all or some of them are executed
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.
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View the Bots log or use tags to check if the Bot ran successfully
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

Learn more in this Bot’s airSlate Academy course

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

Some 20 years ago, workflow automation software was a luxury limited to large corporations that were ready to pay for a customized end-to-end solution. In those days, automation couldn’t be done without coding. But today, coding is within reach for any business, be it small or large. It has become affordable, customizable and requires no coding.

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.