Generate custom documents from form submissions
When a user completes a survey or form in Formstack, automatically build a document from a template in Docupilot pre-filled with their answers.
See all Docupilot + Formstack integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Docupilot Explore Docupilot →
TriggersFires when a new note or document is created in Docupilot.
Fires when an existing note or document changes in Docupilot.
Fires when a document in Docupilot is viewed or shared with someone.
Generates a new document in Docupilot from a saved template.
Creates a note in Docupilot or adds text to an existing one.
Converts a file in Docupilot to PDF.
Publishes a document from Docupilot or shares it by link.
Formstack Explore Formstack →
TriggersFires when a form is submitted in Formstack.
Fires when a respondent finishes a survey in Formstack.
Fires when an existing response is edited in Formstack.
Creates or updates a form or survey in Formstack.
Looks up a specific form response in Formstack.
Adds a respondent or contact to a form in Formstack.
More Docupilot + Formstack workflows
Send contracts for signature upon survey completion
When a client submits a completed response in Formstack, send a signature request in Docupilot 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 Docupilot.
See details
See all Docupilot + Formstack integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate custom documents from form submissions” between Docupilot and Formstack?
Yes — describe it in the box above and Knit's Integrations Agent researches Docupilot and Formstack's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Docupilot 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 Docupilot for signing or archiving.
Can signature events update survey records?
Yes, when a document is sent for signature in Docupilot, you can automatically update respondent information in Formstack.