Formstack Documents Integration

What You'll Learn

This overview will help you understand how to leverage Formstack Documents' powerful document generation capabilities with your Knack app. You'll discover different integration methods, from using automation tools like Zapier and Make to implementing direct API connections with custom code. Whether you need to generate contracts from client records, create invoices based on customer orders, or produce other dynamic documents using your app's data, this integration provides flexible solutions for automating your document workflows.

Important: Formstack Documents is not an officially supported Knack integration, so while many of our customers have reported success integrating, our support team is unable to assist in setup or troubleshooting.

What You Can Do with Formstack Documents

By integrating with Formstack Documents, you gain the ability to effortlessly generate documents using the records in your app or conveniently send documents to Knack.

For instance, you have the capability to generate a contract by utilizing client records in your app. Alternatively, you can generate a fresh invoice based on a customer's order in your app.

Integration Methods

There are two ways you can integrate with Formstack Documents: through an automation tool like Zapier or Make, or by directly integrating using the API and Javascript.

Using Automation Tools

You can read more about these integrations here:

• Integrate with Zapier
• Integrate with Make

Connect with the API

To integrate Formstack Documents with Knack, you have the option to utilize the Knack API and custom code. This process involves adding custom code to your app that specifically targets tables, elements, and fields within your app for document generation purposes.

For more information on utilizing the custom code, the API, and finding your App ID and API Key, please refer to our comprehensive developer documentation.