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Use AI Agent to analyze Formstack submissions, automatically extracting key insights and routing qualified leads. Latenode's visual editor and affordable execution pricing makes complex lead qualification accessible, fast, and scalable.
Connect AI Agent and Formstack in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and Formstack
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Formstack will be your first step. To do this, click "Choose an app," find AI Agent or Formstack, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Formstack Node
Next, click the plus (+) icon on the AI Agent node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
AI Agent
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Formstack
Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the AI Agent and Formstack Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Formstack Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Formstack
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Formstack, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the AI Agent and Formstack integration works as expected. Depending on your setup, data should flow between AI Agent and Formstack (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formstack + AI Agent + Slack: When a new form submission is received in Formstack, the AI Agent summarizes the submission. Then, a notification containing the summary is posted to a designated Slack channel.
Formstack + AI Agent + Google Sheets: When a new form submission is received in Formstack, the response data is logged in a Google Sheet. The AI Agent analyzes the sentiment of the submission and updates the Google Sheet with sentiment categorization.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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How can I connect my AI Agent account to Formstack using Latenode?
To connect your AI Agent account to Formstack on Latenode, follow these steps:
Can I automatically summarize Formstack submissions with AI?
Yes, you can! Latenode lets you trigger AI Agent summaries from new Formstack entries. This saves time and provides instant insights from user data with no coding required.
What types of tasks can I perform by integrating AI Agent with Formstack?
Integrating AI Agent with Formstack allows you to perform various tasks, including:
Can AI Agent automatically populate Formstack fields in Latenode?
Yes, AI Agent can pre-fill Formstack fields based on data from other sources, automating data entry and improving accuracy within Latenode.
Are there any limitations to the AI Agent and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: