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Automate tasks across Formitize with Formstack Documents

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Formitize and Formstack Documents talk.
Here are some common ways to automate work between them.

Send a Formstack Documents notification when Formitize receives a high-priority item.Try now
Create a Formstack Documents follow-up from new qualified activity in Formitize.Try now
Copy new customer details from Formitize into Formstack Documents.Try now
Update the matching Formstack Documents item when a Formitize status changes.Try now
Start a review in Formstack Documents when Formitize flags an exception.Try now
Summarize new Formitize activity and save it in Formstack Documents.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Formitize and Formstack Documents work.

Connect your Formitize and Formstack Documents. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 51 actions between Formitize and Formstack Documents.
Can’t find an action you need? Let us know.

Add ClientAdd client in Formitize.Delete ClientDelete client in Formitize.Edit ClientRun an edit client action in Formitize.Get ClientRun a get client action in Formitize.List ClientsRun a list clients action in Formitize.Add ContactAdd contact in Formitize.Delete ContactDelete contact in Formitize.Edit ContactRun an edit contact action in Formitize.Get ContactRun a get contact action in Formitize.List ContactsRun a list contacts action in Formitize.Get Form TemplateRun a get form template action in Formitize.List TemplatesRun a list templates action in Formitize.Add JobAdd job in Formitize.Delete JobDelete job in Formitize.Edit JobRun an edit job action in Formitize.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Formitize and Formstack Documents.

MindCloud connects Formitize and Formstack Documents so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.