Formstack Integration

The ProcessMaker Formstack integration enables Formstack users to visually design and execute complex workflows involving Formstack forms, pre-filled data from third party systems, alerts, timers, parallel workflows, and more.

Every organization uses forms and usually lots of them - travel authorization request forms, employee onboarding/offboarding forms, change request forms, purchase order forms - the list goes on and on.

Unfortunately, most organizations stop there and think that they are now a digital enterprise. The truth is that digital web forms only solve a small part of the digital transformation journey. The form is just the starting point for a business process; it is the full end to end business process that must be digitized in order to reap the rewards of digital transformation.

Most business processes consist of more than forms. As part of the process there are business rules, approvals by management, integrations to backend ERPs, integrations to other cloud systems, and more. Only by looking at the full business process and seeing where you can eliminate bottlenecks, blindspots, and manual data entry, can businesses discover important gains in efficiency and competitiveness.

Now, thanks to the new integration between Formstack and ProcessMaker, digital Formstack forms can be “plugged in” and used seamlessly inside a full digital process in ProcessMaker. Users can now take the beautiful Formstack forms that they have already built and digitized, and use them as the native forms inside a process that is built and automated using ProcessMaker’s award-winning drag and drop process designer and workflow engine.

ProcessMaker is ideal for orchestrating and automating an end to end business process. There is no coding required to combine ProcessMaker with Formstack. Both the Formstack formbuilder and the ProcessMaker process builder are what we call “no code” or “low code” tools. These are designed to allow business analysts and subject matter experts to design and automate processes. An analyst can determine which Formstack form needs to be filled out first, second, and third as part of the process. Pre-filled data in one Formstack form can easily pass from one form to the next, or from one form into a third party system. The same or different data may flow into a different Formstack form later in the process.

The end result is the seamless movement of data between forms, people, and internal and external systems. Perhaps the most important part of this integration is the performance reporting and alerting. Once formstack forms are integrated with ProcessMaker, managers will immediately have access to limitless reporting and charting. We can now create reports which tell us when we are not meeting our Service Level Agreement (SLAs). In fact, we can even setup real-time alerts with the internal alerting engine or with external alerting systems like Slack, SMS, and Whatsapp. These alerts can tell users when a process is taking too long according to goals which have been established.

Furthermore, when we want to change a rule or some data in our process, we do not have to wait for developers to code it. As we mentioned both Formstack and ProcessMaker offer easy-to-use no-code builders where no coding is required. Automate daily tasks? Check. Collect customer data? Check. Everything is now possible in your business process.

From start to finish, Formstack is painless and easy to use. And now, this intuitive form builder is further enhanced by integrating with ProcessMaker. Connecting with ProcessMaker facilitates true agility for your organization. In fact, this integration allows us to save data from Formstack's forms to other systems such as Databases or CRMs using Processmaker's data connectors. Empower your users with ProcessMaker's award-winning low-code iBPMS and workflow automation platform. Keep reading to learn how easy it is to set up the integration.

1. Start by logging into Formstack.com/admin/applications/add. From this portal, you should see a link to the API.

2. Under your ProcessMaker user profile, click on API.

3. Then, you will see an option to "Create Application" on the screen. Type in the application name in the field, which could be anything or even "ProcessMaker."

4. Next, enter the Redirect URI, which will be the ProcessMaker URL that you have "https://formstack-pm4.processmaker.net"

5. Enter the Description. For this example, type in "Integration."

6. Upload a Logo if you have one.

7. Select your Platform - "Website, desktop, or mobile."

8. Once you have entered all the required fields, click on "Create the Application."

9. You will be directed to another screen that states "Your application has been created successfully!" Underneath that, you should see "Formstack API."

10. Click on "ProcessMaker Integration," underneath "API V2 Applications," which will produce another screen titled "Application; ProcessMaker."

11. Below "Application Details," you will find "Your Access Token."

12. Copy the access token then click on "Admin" of your ProcessMaker portal.
13. Next, click on "Formstack."
14. Paste the access token into the "API Key" box.
15. Click on "Enable Formstack Integration."
16. Click on "Save Changes," then "Test Integration."

17. After you test the integration, and it comes out positive, you are all set. Use the Formstack tasks within the process modeler.

Your integration is good to go. Without any design or programming skills, you can build and customize forms. Use the drag-and-drop editor to easily create contact, order, or feedback forms as needed. Add your branding, video, shopping cart, workflows, and more. Within ProcessMaker’s iBPMS platform, and the Formstack integration, you now have all the tools you need to customize every single form field.

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