Creatio | Formstack

Forms

Integration Overview

Use Formstack's Creatio integration to setup forms anywhere (websites, landing pages, standalone forms) & bring form submissions into Creatio, as well as email prefilled forms. Use the Creatio Marketplace connector to connect your Formstack forms to your Creatio account.

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Partner Overview

Creatio is a powerful no-code, business process automation platform that boasts the ability to add CRM on top of it. The platform's extensibility is among the best and most intuitive in the no-code space.

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Use the integration to:

1. Setup complex forms such as student or loan applications & bring data into Creatio to manage a process

2. Setup a standard method for customers to collect data into Creatio - forms "anywhere' - website, landing pages, mobile forms

3. Updating existing data- prefilled forms emailed out of Creatio e.g. a "know your customer" recurring data collection use case

What You Need

1. Formstack Forms account

2. Creatio account

3. Creatio-Formstack connector from the Creatio marketplace

How It Works

1. Connect Formstack Forms to Creatio

2. Sync data from Formstack forms to your Creatio records

3. Also ability to setup prefilled forms from within Creatio

Find Out More

Get the Creatio-Formstack Forms connector on the Creatio Marketplace here.

Docs

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Integration Overview

Use Creatio + Formstack Documents to generate data-driven documents in a variety of forms (PDF, Word, PPT, Excel) directly from within Creatio and based on Creatio data.

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Partner Overview

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Use the integration to:

1. Generate contracts from Creatio data

2. Generate proposals from Creatio data

3. Generate spreadsheets from Creatio data - e.g. inventory

4. Generate PowerPoint presentations from Creatio data - summarizing information in a visual way to share

What You Need

1. Formstack Documents account

2. Creatio account

3. Formstack Documents connector on Creatio marketplace

How It Works

1. Setup your templates in Formstack Documents, including defining your output format

2. Map your merge tags to Creatio fields

3. Setup a button in Creatio to trigger your merges

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Sign

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Integration Overview

Integrate Formstack Sign directly to Creatio, or accompany with Formstack Documents as a delivery - to collect digital signatures on documents. Email-to-sign or text-to-sign, with one or more signers, and then save signed documents back to Creatio.

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Try It Free

Partner Overview

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Use the integration to:

1. Easily route documents for digital signature - receive back with full audit trail - equivalent of a wet signature

2. Get contracts signed & saved back to Creatio

3. Get other legal documents such as non-disclosure agreements signed & saved back to Creatio

What You Need

1. Formstack Sign account

2. Typically also used with a Formstack Documents account to first generate the document & deliver via Formstack Sign

3. Creatio account

4. Formstack Documents and/or Formstack Sign connectors on Creatio Marketplace

How It Works

1. Configure your Formstack Sign integration directly, or more commonly as a delivery from Formstack Documents

2. Setup Formstack Sign routing

3. Trigger Formstack Sign and documents to save back to Creatio

Find Out More