You are viewing documentation on our Workflows Product. Click here for help with our legacy Workflow Forms Feature instead.
Make the most out of your Suite trial period with Formstack’s Workflow tool —our go-to connector to seamlessly create and manage digitized workflows.
What is the difference between Workflows and integrating Formstack products?
The Formstack Platform is a full suite of workplace productivity tools that automate manual processes and deliver solutions quicker.
The Formstack Platform enables users to design and connect Formstack Forms, Documents, and Sign together via integrations or workflows through Workflows.
Integrations are added on an individual basis within a Formstack product. For example, you want Form A to send its data to Document A. This process is set up within that particular form's builder settings.
Workflows ties Forms, Documents, and Sign together into one workflow automation platform to build and manage all from one central spot:
Please note the below video shows some older branding for Workflows, but features similar steps to achieve what's needed
How do I start using Workflows?
Want to see it in action? Select the “View example workflow” to view an Employee Onboarding workflow or select “Open in Workflows Builder” to view Workflows templates and individual app templates to use or for inspiration!
Once you’re ready to add a Suite Plan to your Formstack toolbelt, select the Billing tab from the Admin panel to pick your plan, add-ons as needed, or connect with Sales.
Happy trialing!