Integrate Formstack Documents with iFormBuilder, a form builder to use to collect on-the-go mobile forms submissions, and generate reports or invoices with your document template. Here's how!
Set up Document
Step 1: Set up a template within a Word document. Within the template, use merge fields like {$FirstName}, {$CompanyName}, {$Amount} to insert your customer information.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, create a PDF version of the invoice and include the name of the customer in the file name.
Step 4: Pick how you want it delivered and select Next. You may want to send a copy to your customer. To do so, use a merge field for the customer's email address or choose <
Connect to iFormBuilder
After you have updated your delivery, you can add your iFormBuilder integration.
Step 1: From the Formstack Document's Merge tab, copy the Merge URL.
Step 2: Inside iFormBuilder, navigate to the Form Assignments page and select the desired created form, and click the Assign button.
Step 3: From the redirected page, locate the Post Data section and click "New Endpoint." Give this a name and enter your copied document's merge URL for the Endpoint URL. Save the Endpoint to capture the information.
The data format will be JSON and the content type as "application/json."
Step 4: Run a test submission to match the document and iFormBuilder fields.
Step 5: From Formstack Documents, select the Overview tab for your document and click the View Data button in the Recent Merges section.
Step 6: In the corresponding box next to each merge field, enter the merge tags like {$_0.record.building_address}.
Step 7: Once the merge fields have been assigned merge tags, run a second submission test through iFormBuilder to receive the populated Formstack document.