Integrate Formstack with Docugami to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Form Submission in Formstack when Create Project in Docugami
Delete a Form from Formstack when Create Project in Docugami
Create a Form in Formstack when Create Project in Docugami
Create Form Submission in Formstack when Create Docsets in Docugami
Delete a Form from Formstack when Create Docsets in Docugami
Start from a real workflow other teams are already running.
Create Form Submission in Formstack when Create Project in Docugami
Use this flowDelete a Form from Formstack when Create Project in Docugami
Use this flowCreate a Form in Formstack when Create Project in Docugami
Use this flowCreate Form Submission in Formstack when Create Docsets in Docugami
Use this flowDelete a Form from Formstack when Create Docsets in Docugami
Use this flowCreate a Form in Formstack when Create Docsets in Docugami
Use this flowEverything you can automate between Formstack and Docugami.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Action is the task that follows automatically within your Formstack integrations.
Create a new submission on form
Delete an existing form by form id
Create a new form in your account
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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.
Learn moreEnhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn moreSign up for a free viaSocket account, then authorize both your Formstack and Docugami accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Formstack and Docugami as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docugami. No coding required.
Yes. You can set up a workflow where Formstack triggers actions in Docugami, and a separate workflow where Docugami triggers actions in Formstack. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Formstack and Docugami. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Formstack and Docugami integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.