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Connect Forms for Salesforce and Formstack Documents (Only Classic)

Ryan J.
Updated

NOTE: The Formstack Document integration is currently unavailable on NativeCloud and only offered on our classic plans.

 

With limitless document integrations, easily add Formstack Documents into your Forms for Salesforce to populate collected form data into your company-branded professional documents like contracts and offer letters.

When you configure Formstack Documents on Forms for Salesforce, you can:

  • merge data from a form submission into a Formstack Documents template to generate a PDF, Word, Excel, or PowerPoint document.
  • save the generated document to any of the Salesforce submission records automatically.
  • generate multiple document merges concurrently from the same submission.
  • trigger over 40+ integrations for delivering generated documents.

 

Install the Formstack Document integration into a Forms for Salesforce Form

Step 1: In Formstack Documents, create a new set of API credentials:

  • Within your Formstack Documents account (https://www.webmerge.me/manage/), select your avatar and choose Api Access from the dropdown menu
  • Select the +New API Key button
  • Add a custom name for the API Key and select Create Key to add the newly created key under the API tab:

createapikey.png

apikeyadded.png

Step 2:  Navigate to your Forms for Salesforce dashboard and select Edit on a form:

selectedit.png


Step 3: Select Documents from the available tabs.

Step 4: Click the + New Document button:

newdocumentbutton.png

Step 5: Fill out the outlined document steps:

  • Step 1 Document Name: Add a name to create the document.
  • Step 2 Document Type: Connect to Formstack Documents. Here, add the created API Key and API Secret (if this is the first Formstack Document added into your Salesforce Organization) created in Step 1 and select a document from Formstack Documents or create a new document:step2.png
  • In Step 2, map the document merge fields with the form fields and optionally check Loop to specify if a document template merge field is an array and merge the list of all values of a Repeated Object field. For example, if you have a repeated section on your form with a “Name” field (Contact object), you can send an array of all Name values so that these values can be iterated over and merged into the document.
  • Step 3 Save Documents To: Choose which object record you would like to save your generated document to.
  • Step 4 Ready and Save: Select Save Document Setup to capture the Formstack Documents integration.

NOTE: Multiple documents can be generated using the same template and do not need to have the same merge field configuration.

Step 6. Once saved, documents will generate with the submitted data. Documents are generated concurrently and there is no explicit order in which generation or delivery will occur.

 

Manage Documents in Forms for Salesforce

You can see a list of documents that will be generated for a given form on the Documents tab within the form editor. Hover over each document configuration to edit, duplicate, or delete:

managedocuments.png

NOTE: When migrating a form between Salesforce Organizations, document configurations will not migrate and must be manually created and updated in the target organization.

 

 

 

 

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