Documentero Formstack

Documentero + Formstack Integrations, Built by an AI Agent

Put Documentero + Formstack to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Documentero and Formstack below — describe the exact one you want above and the Agent builds it on demand.

Generate custom documents from form submissions When a user completes a survey or form in Formstack, automatically build a document from a template in Documentero pre-filled with their answers. See details
Send contracts for signature upon survey completion When a client submits a completed response in Formstack, send a signature request in Documentero using the submitted details. See details
Append form answers to ongoing project notes When a form response is updated in Formstack, append the new information directly to an existing note in Documentero. See details

Browse the full workflow library →

Looking to achieve something else with Documentero and Formstack?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Documentero and Formstack

Everything Documentero and Formstack can do inside a workflow — the triggers that start one and the actions that run when it fires.

Documentero Explore Documentero →

An automated document generation platform that turns online form responses and API data into formatted PDF or Word documents.

Actions
Generate Document

Generate Word, Excel or PDF Document based on Document Template

Generate Document and Send as Email Attachment

Generate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.

Formstack Explore Formstack →

Formstack is a workplace productivity platform that allows teams to build online forms, automate data workflows, and collect digital signatures seamlessly.

Triggers
New Form

Triggers when a new Form is created.

New Form Submission

Triggers when a Form recieives a Submission.

Actions
Create Form Submission

Creates a new Submission on a Form.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Enterprise-grade security

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Documentero + Formstack

Is there a pre-built Documentero + Formstack automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Documentero and Formstack's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Documentero or Formstack connector?

No. The Agent works whether or not Documentero or Formstack already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Documentero and Formstack work together to automate document creation?

When clients complete forms in Formstack, their submitted information instantly populates structured notes or custom templates in Documentero for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in Documentero, you can automatically update respondent information in Formstack.

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