Formstack Documents integration
Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere.
What your agents can do with Formstack Documents
4 pre-built Formstack Documents tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Document
Create a new document.
Merge Document
Initiates a merge process using provided data.
Get Document
Get the details of the specified document.
Triggers (1)
New Document Created
Emit new event when a new document is created.
Set up Formstack Documents in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Formstack Documents account
In Relevance AI, open Integrations and add Formstack Documents, then paste your API key. You will find it in your Formstack Documents account settings.
Use Formstack Documents in an agent
Create a tool, add a Formstack Documents tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Formstack Documents to work in your agents
Connect Formstack Documents alongside 1,800+ other integrations and let your agents run the busywork.