The Formstack Connector for Creatio allows Creatio users to connect Formstack with their Creatio environment to power digital forms and document workflows.
Customers can install the connector, request templates, and begin testing through a free 14-day trial using resources available directly from the Creatio Marketplace.
Accessing the Installation Resources
Access the installation resources from the Creatio marketplace. These resources are available via the Installation tab on the marketplace listing.
- The installation file: Formstack v1.0.0.zip
- An installation walkthrough video
- Templates to forms and documents to get started
- Link at a 14 day trial
Downloading & Installing
- Download the Formstack v1.0.0.zip file provided by the Formstack team after your demo request has been confirmed.
- Extract the .zip file in your development or test environment.
- Follow the included installation instructions or use the walkthrough video to complete the setup in Creatio.
The installation package contains all necessary components for the initial setup.
Templates & Testing
Creatio users can request access to pre-built Forms and Documents templates to support testing and implementation.
To request template access:
- Go to the Forms & Documents Templates Request Form
https://creatio-ops.formstack.com/forms/connector_access - Provide your:
- Company name
- Contact name
- Email address
- Desired templates (Forms only or Forms + Documents)
Once submitted, the Formstack team will provide access to the requested templates.
Customers should use the published resources and templates to complete initial setup and testing. If additional assistance is needed, the Formstack support team can help. If you need access to the Formstack v1.0.0.zip file please submit a support request.