Create contacts from intake

When an intake form is submitted in Formstack, create a contact in ServeManager.

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See all ServeManager + 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.

ServeManager Explore ServeManager →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in ServeManager.

New lead

Fires when a new client lead is added in ServeManager.

Invoice issued

Fires when a client invoice is issued in ServeManager.

Actions

Create matter

Opens a new case or matter in ServeManager.

Create contact

Adds a client, company or contact in ServeManager.

Create time entry

Logs billable time against a matter in ServeManager.

Formstack Explore Formstack →

Triggers

New form response

Fires when a form is submitted in Formstack.

Survey completed

Fires when a respondent finishes a survey in Formstack.

Response updated

Fires when an existing response is edited in Formstack.

Actions

Create or update form

Creates or updates a form or survey in Formstack.

Retrieve a response

Looks up a specific form response in Formstack.

Add a respondent

Adds a respondent or contact to a form in Formstack.

Open matters from forms When a qualified intake arrives in Formstack, create a matter in ServeManager. See details

Log time from forms When a time form is submitted in Formstack, create a time entry in ServeManager. See details

See all ServeManager + Formstack integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create contacts from intake” between ServeManager and Formstack?

Yes — describe it in the box above and Knit's Integrations Agent researches ServeManager 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.

Can an intake form create a matter?

Yes. When an intake form is submitted in Formstack, ServeManager can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in ServeManager.