Document abandoned carts for personalized outreach

When a shopper leaves items behind in Skubana, append the cart details to a note in Formstack Documents so sales teams can follow up directly.

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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.

Skubana Explore Skubana →

Triggers

New or updated item

Fires when an inventory item or product changes in Skubana.

New sales order

Fires when a sales order is created or fulfilled in Skubana.

New purchase order

Fires when a purchase order is created in Skubana.

Actions

Create sales order

Creates a sales order in Skubana.

Create inventory item

Adds a new inventory item in Skubana.

Create customer

Adds a new customer in Skubana.

Formstack Documents Explore Formstack Documents →

Triggers

New note created

Fires when a new note or document is created in Formstack Documents.

Note updated

Fires when an existing note or document changes in Formstack Documents.

Document viewed or shared

Fires when a document in Formstack Documents is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Formstack Documents from a saved template.

Create or append to a note

Creates a note in Formstack Documents or adds text to an existing one.

Convert a document to PDF

Converts a file in Formstack Documents to PDF.

Publish or share a document

Publishes a document from Formstack Documents or shares it by link.

Send affiliate agreements automatically upon approval When a new affiliate is approved in Skubana, instantly dispatch a tax or partnership document for signature through Formstack Documents. See details

Update store records when legal documents are dispatched As soon as a contract is sent out via Formstack Documents, make a custom API request to Skubana to update the partner's onboarding status. See details

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

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FAQ

Common questions

Can Knit build “Document abandoned carts for personalized outreach” between Skubana and Formstack Documents?

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

Why pair Formstack Documents with an e-commerce platform like Skubana?

This pairing allows store owners to automatically send agreements for signature or record customer notes whenever key shop events like affiliate approvals happen.

Is it possible to notify Skubana when a document is sent in Formstack Documents?

Yes, when a document is dispatched for signature in Formstack Documents, a custom API call can be made to update partner status in Skubana.