What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Generate documents from templates using Formstack Documents
Example
"Create PDF agreement from Formstack Documents for signed contract"
Memory Recall
View generated documents and delivery history.
Example
"Get PDFs generated from Formstack Documents in July and where they were sent."
Instant Reaction
Alert legal when contract generation fails in Formstack Documents.
Example
"Send alert if NDA template fails to merge data."
Autonomous Routine
Track document generation status, template merge accuracy, and usage logs.
Example
"Generate weekly report of failed document generations."
Agent-Initiated Action
Auto-retry merge or flag template errors.
Example
"Reprocess document if template fields are now mapped."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Generate signed docs
Google Drive
Archive agreements
Slack
Notify legal team
Try It with Your Agent
Example Prompt:
"When a new document is generated in Formstack, sync to Salesforce and alert legal team in Slack."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Formstack Documents in Fastn UCL: Navigate to the Connectors section and select Formstack Documents, then click Connect.
2
Authenticate with your Formstack API key.
3
Enable “generate_document” and “merge_template” in the Actions tab.
4
Use the AI Agent to automate document generation.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
