Go to the Channels page to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.
Formstack Forms allows you to collect information, capture leads, process payments, and more with versatile online forms that can be completed anywhere.
Please note that terms used in the Formstack channel categories are Formstack specific terminology.
Before you connect
Ensure that you have an organization account. This is required to successfully access and authenticate your connection.
When creating your account, make sure you’ve set an account subdomain URL. If you haven’t already done so, or if you need to update it, you can do so by navigating to your profile → URLs in your Formstack account.
How to connect
On the My pipelines page, select Create Pipeline.
Search for or select a step, and then select it to add it to the pipeline.
When you add a step to a pipeline, it is added to the canvas of the pipeline designer.Expand the Connection section of the step, and add the required information.
Connect to Formstack Forms
In the Connection section of the step, select Connect to Formstack Forms.
You’re redirected to the authorization page for the channel.
After logging in, select Authorize to complete the process.
How to reconnect
You may need to reconnect your account to a channel. Reasons may be (but not limited to):
If you need to connect a different account.
Authorization updates, such as a changed password.
Editing the access rights that Pipelines has to the channel.
To reconnect:
Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.
Limits
To prevent abuse, the Formstack API is rate limited to 14,400 calls per access token per day.
You can find more details about these limits on Formstack Forms Account Limits page.
Steps
The steps you can use with Formstack fall into a single category: Submissions
Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.
Type | Name | Description |
|---|---|---|
Submissions | ||
Action | Look Up a Submission | Searches for submissions associated with the selected form by submission id. There are no limits to the number submissions returned. |
Query | Search Submissions | Lists all submissions associated with the selected form that fit your criteria. |
Trigger | Submission Created | Triggers when a Submission is created in the associated form. |
Examples
Here are some example use cases to help you understand how to use the Formstack Forms channel.
Automatically update or insert (upsert) information from a Formstack Form, into records in a Quickbase app
Let’s say you have a Formstack Form you use to gather job application information. It would be convenient to store the names of the applicants somewhere—for example in Quickbase table. In the following example we will show you step by step how to create a pipeline that can do this.
First you must create a Quickbase application that has a table containing records with First name and Last name as text fields.
Create a new pipeline and connect to your Formstack Forms and Quickbase profiles.
The first step to be added is Submission Created from Formstack Forms. This step would trigger whenever someone fills in the Formstack Form.
The second step to be added is Search Records from the Quickbase channel. Fill in the required information and add conditions to search by First name and Last name, which are taken from the trigger step.
Click Insert a Condition to add an IF statement to check whether the search step has returned an empty list. If the list is empty, then add a new Create Record step from Quickbase and fill in the information about First name and Last name from the trigger step. If the list is not empty (the Else clause) add a new Update Record step from Quickbase and fill in the information.
Automatically upload files received via a Formstack Form into a Dropbox folder
We have a Formstack Form which accepts a file. It would be convenient to store the received files somewhere—for example in DropBox. In the following example we will show you step by step how to create the pipeline.
First you have to Look Up a Submission by its Id.
If it is a valid one, you are ready for the next step.
Drag and drop the Upload a File step from the Dropbox channel.
After that you drag and drop the File transfer URL from the field list on the right to Source URL field on the left (The File transfer URL field is used to redirect the image file to DropBox).
If you want to transfer the file in certain folder in your DropBox you can choose it from the options menu Folder.
The Name field is required and it should be filled with the name of the file and its proper extension.
