Formstack
#320 most-usedTurn form submissions into automated team actions
Formstack is a flexible online form builder that lets teams collect data, process submissions, and trigger workflows without writing code. Connect it to Actionist and your agents can react to new form submissions within about a minute, route lead and support data to your CRM or helpdesk, pre-fill and submit forms programmatically, export submission data for reporting, and handle GDPR deletion requests with a full audit trail — all without anyone logging in to the Formstack dashboard.
Eliminates manual work. Agents eliminate the manual work of checking Formstack for new submissions, exporting CSV reports, routing form data to other tools, and maintaining forms registries and compliance logs.
What your Formstack agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Formstack × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New lead form submission routed to CRM and rep
When a prospect submits the contact form on Formstack, the agent reads all field values, creates or updates the contact in HubSpot with the correct lifecycle stage and owner, and posts a Slack summary to the sales channel — the rep receives the lead details before they could even log in to Formstack themselves.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales24 min / weekManual lead export from Formstack
Sales reps log in to Formstack, check for new submissions, copy field values, and manually create or update contacts in the CRM — 6 minutes per lead, every time.
Sales Agent0 minAgent routes lead to CRM within about a minuteWhen a new contact form submission lands, the agent reads all field values and creates the CRM contact before a rep could even log in to Formstack.
- Marketing30 min / weekManual weekly form performance reporting
The marketing team logs in to Formstack, checks submission counts for each campaign form, copies numbers into a spreadsheet, and calculates cost-per-lead by hand every week.
Marketing Agent0 minAgent compiles submission counts and writes to dashboardEvery Tuesday the agent retrieves submission counts for all campaign forms and writes cost-per-lead figures to the analytics dashboard — no manual Formstack login required.
- Customer Support20 min / weekManual support form monitoring
Support agents check the Formstack inbox multiple times a day, copy submission details into the helpdesk tool, and update a tracking sheet — adding 4 minutes per ticket across the team.
Customer Support Agent0 minAgent creates helpdesk ticket from every support form submissionWhen a support form submission arrives, the agent creates the ticket in ClickUp and updates the submission status — the team never checks Formstack manually for new requests.
- Human Resources16 min / weekManual new hire intake form submission
HR staff manually fill the Formstack onboarding intake form for each new hire, copying name, role, department, and manager from the HRIS — taking 8 minutes per new hire.
Human Resources Agent0 minAgent pre-fills onboarding forms when new hires are addedWhen a new hire is added to the HRIS, the agent submits the onboarding intake form with the hire's details — the onboarding coordination team finds intake records ready without any manual form filling.
- Finance6 min / weekManual monthly expense claim export
Finance staff log in to Formstack, filter submissions by date range, export to CSV, download the file, upload it to Google Drive, and manually total the claims — 25 minutes every month end.
Finance Agent0 minAgent exports claims to CSV and writes totals to dashboardAt month close, the agent exports all expense claim submissions for the period to CSV, uploads the file to Google Drive, and posts the total to Slack — the close export is done before anyone asks for it.
- Operations12 min / weekManual forms registry maintenance
Operations staff manually update the forms registry spreadsheet when new forms are created, create Drive folders by hand, and remember to notify form builders — taking 12 minutes per new form.
Operations Agent0 minAgent maintains the forms registry and triggers setup on new formsWhen a new form is created, the agent logs it to the registry, creates the Google Drive folder, and notifies the creator — no manual upkeep of the forms inventory.
- Legal7 min / weekManual GDPR submission erasure
Legal staff manually search through each Formstack data collection form for submissions from the individual, delete each one, and enter the details into the compliance log — 35 minutes per request.
Legal Agent0 minAgent searches, deletes, and logs GDPR erasures automaticallyWhen a deletion request is approved, the agent searches every data collection form for the individual's submissions, deletes each, and logs the erasure with full audit details to the compliance sheet.
Calculate what your team saves
Based on Formstack's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Formstack into Actionist
Pick the connection method that suits your environment.
Connect Formstack via OAuth for the fastest and most secure setup. A Formstack login window opens, you authorise access, and the agent is ready to read submissions and trigger actions.
Find Formstack in the Apps library and click Connect. OAuth is the recommended connection method.
A Formstack login window opens. Sign in with your Formstack credentials and click Allow to grant Actionist access to your forms and submissions.
Actionist runs a test call to confirm the connection. Your forms will be available for the agent within seconds.
14 actions your agent can call
Read and write operations available to your Actionist agent.
2 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.