Export to Formstack Documents Bot

The Export to Formstack Documents Bot exports filled-in data from Slate documents to a Formstack document when certain conditions are met.

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  • Used in 34 Flows
  • Used in 15 Workspaces
  • Installed 404 times in the last 30 days
  • 98% success rate

The Export to Formstack Documents Bot exports filled-in data from Slate documents to a Formstack document when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Export to Formstack Documents Bot when you need to automate data transfers from Slate documents to a Formstack document. For example, the Bot can be used to automatically transfer data from a completed sales quote to a sales order in Formstack Documents.
What the Bot does Transfers data from the completed fields of a Slate document to the corresponding fields of a Formstack document.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Step 1
Start by configuring a Flow: add documents or forms, create roles and set access permissions before adding the Export to Formstack Documents Bot
Step 2
Select a Formstack document to receive exported data: choose a document from the list or select a custom document
Step 3
Map fields in a Slate document to the fields in a Formstack document
Step 4
Set conditions for when data from a Slate document will be automatically transferred to a Formstack document
Note: The condition displayed indicates that the Bot will be triggered once the specific fillable fields in a Slate document have been completed.
Step 5
Choose how long the Bot will remain active: once or after each Slate Revision
Step 6
Send a Slate with role-based access permissions

Outcome: Based on the conditions you’ve set, data from the Slate document’s mapped fields will be transferred to the corresponding fields in a Formstack document.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed or empty

Requirements

To install the Export to Formstack Documents Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!
Mark Mc Nichol
in at the deep end/IATDE
...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.
Brian Del Terzo
Your Credit Life
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Install the Export to Formstack Documents Bot to automate workflows

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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.

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