Formstack integration
Use Formstack in Zoft workflows, voice agents, chat agents and AI employees. Use Formstack from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 5 actions
- 2 triggers
- Starts with
New Form - ZoftAgent or workflow decides what happens next
- Then in FormstackCreate Submission
- AndFind Form by Name or ID
Zoft + Formstack
What Zoft can do with Formstack.
- 01Voice agentsA phone agent can use Formstack actions such as Create Submission and Find Form by Name or ID during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Formstack while it talks to the customer.
- 03WorkflowsStart a workflow when “New Form” happens in Formstack, or use Formstack as any step on the canvas.
- 04AI employeesAn AI employee can find and use Formstack actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Formstack.
- Custom API CallMake a custom API call to a specific endpoint
- Create SubmissionSubmit data to a Formstack form
- Find Form by Name or IDFind a form by name or ID
- Get Submission DetailsGet details of a form submission
- Find Submission by Field ValueSearch submissions by field values
Triggers 2
Events in Formstack that can start a workflow.
- New FormTriggers when a new form is created
- New SubmissionTriggers when a form receives a new submission
Setup
Connect Formstack in three steps.
- 01ConnectChoose Formstack in Connections and approve access in the Formstack sign-in window. Zoft never sees your password.
- 02Put it to workAdd Formstack as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Formstack on Zoft, answered.
What can Zoft do with Formstack?
Zoft supports 5 actions and 2 triggers for Formstack. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Formstack to Zoft?
Choose Formstack in Connections and approve access in the Formstack sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Formstack?
Yes. Once Formstack is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Formstack without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.