Generate custom documents from form submissions
When a user completes a survey or form in Fulcrum, automatically build a document from a template in Formstack Documents pre-filled with their answers.
See all Formstack Documents + Fulcrum 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.
Formstack Documents Explore Formstack Documents →
TriggersFires when a new note or document is created in Formstack Documents.
Fires when an existing note or document changes in Formstack Documents.
Fires when a document in Formstack Documents is sent out for signature.
Generates a new document in Formstack Documents from a saved template.
Creates a note in Formstack Documents or adds text to an existing one.
Converts a file in Formstack Documents to PDF.
Sends a document from Formstack Documents out for signature.
Fulcrum Explore Fulcrum →
TriggersFires when a form is submitted in Fulcrum.
Fires when a respondent finishes a survey in Fulcrum.
Fires when an existing response is edited in Fulcrum.
Creates or updates a form or survey in Fulcrum.
Looks up a specific form response in Fulcrum.
Adds a respondent or contact to a form in Fulcrum.
More Formstack Documents + Fulcrum workflows
Send contracts for signature upon survey completion
When a client submits a completed response in Fulcrum, send a signature request in Formstack Documents using the submitted details.
See details
Append form answers to ongoing project notes
When a form response is updated in Fulcrum, append the new information directly to an existing note in Formstack Documents.
See details
See all Formstack Documents + Fulcrum integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate custom documents from form submissions” between Formstack Documents and Fulcrum?
Yes — describe it in the box above and Knit's Integrations Agent researches Formstack Documents and Fulcrum'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 Formstack Documents and Fulcrum work together to automate document creation?
When clients complete forms in Fulcrum, their submitted information instantly populates structured notes or custom templates in Formstack Documents for signing or archiving.
Can signature events update survey records?
Yes, when a document is sent for signature in Formstack Documents, you can automatically update respondent information in Fulcrum.