Formstack is a powerful form management tool that allows users to create, manage, and collect form submissions efficiently. With Relevance AI, you can elevate your form data into actionable insights and automate workflows with advanced AI capabilities.
Formstack simplifies the creation and management of forms, while Relevance AI empowers you to automate data processing and insights generation through intelligent AI Agents.
Workflow Orchestration
The AI Agent seamlessly coordinates complex form processes, document generation, and approval workflows across multiple departments
Intelligent Data Validation
Real-time form data verification and correction ensures accuracy while reducing manual review requirements
Dynamic Document Assembly
Automated creation of sophisticated documents by intelligently combining form data with appropriate templates
Relevance AI integrates seamlessly with Formstack to enhance your form management workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- A Formstack account with access to the forms you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Formstack integration with Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your form data. Relevance AI manages API operations (such as GET, POST, PATCH, DELETE) in the background, allowing you to focus on your data without worrying about errors, formatting, or limits.
With built-in validation and type conversion, your workflows will run seamlessly, even when dealing with varying data formats. This integration streamlines form management and automates workflows, enhancing your data collection and processing capabilities.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Formstack + Relevance AI integration without writing code:
- Start with a clear form structure: Use descriptive field labels and ensure consistent data types for optimal data collection.
- Utilize pre-built templates: Leverage Formstack's templates for common form types to streamline your setup process.
- Connect securely: Ensure you configure OAuth correctly and approve the right Formstack account during integration setup.
- Test your forms: Submit test data to verify form functionality and data processing before going live.
- Monitor API usage: Keep an eye on your API call limits and implement delays between requests to avoid hitting rate limits.
