Connect Formstack and AgentX to Build Intelligent Automations

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Formstack

When this happens...

Choose an Action

AgentX

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for Formstack

Do thisActions

Action is the task that follows automatically within your Formstack integrations.

Create Form Submission

Create Form Submission

Create a new submission on form

Delete a Form

Delete a Form

Delete an existing form by form id

Create a Form

Create a Form

Create a new form in your account

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

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Frequently Asked Questions

How do I start an integration between Formstack and AgentX?

To start, connect both your Formstack and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Formstack triggers actions in AgentX (or vice versa).

Can we customize how data from Formstack is recorded in AgentX?

Absolutely. You can customize how Formstack data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formstack and AgentX?

The data sync between Formstack and AgentX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Formstack to AgentX?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Formstack and AgentX?

Yes, you can set conditional logic to control the flow of data between Formstack and AgentX. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Formstack

About Formstack

Formstack is a versatile online form builder that enables users to build and design web forms without any coding expertise. It supports data collection, customer feedback, and internal processes enhancement through customizable forms and surveys.

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AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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