Formstack and AI Agent Integration

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Automatically enrich Formstack submissions using AI Agent on Latenode. Clean, classify, and extract insights from data instantly, then scale your data processing using affordable, execution-based pricing and no-code tools.

Swap Apps

Formstack

AI Agent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formstack and AI Agent

Create a New Scenario to Connect Formstack and AI Agent

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or AI Agent will be your first step. To do this, click "Choose an app," find Formstack or AI Agent, and select the appropriate trigger to start the scenario.

Add the Formstack Node

Select the Formstack node from the app selection panel on the right.

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Formstack

Configure the Formstack

Click on the Formstack node to configure it. You can modify the Formstack URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the AI Agent Node

Next, click the plus (+) icon on the Formstack node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.

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Authenticate AI Agent

Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.

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Configure the Formstack and AI Agent Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Formstack and AI Agent Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Formstack, AI Agent, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Formstack and AI Agent integration works as expected. Depending on your setup, data should flow between Formstack and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Formstack and AI Agent

Formstack + AI Agent + Slack: When a new form submission is received in Formstack, the AI Agent summarizes the response. A summary of the form submission is then sent to a specified Slack channel for team review.

Formstack + AI Agent + Google Sheets: Upon receiving a new form submission in Formstack, the AI Agent summarizes the data. The AI-generated summary and the original form data are then added as a new row in a Google Sheet for record-keeping and analysis.

Formstack and AI Agent integration alternatives

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.

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.

See how Latenode works

FAQ Formstack and AI Agent

How can I connect my Formstack account to AI Agent using Latenode?

To connect your Formstack account to AI Agent on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Formstack and click on "Connect".
  • Authenticate your Formstack and AI Agent accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically summarize Formstack submissions using AI Agent?

Yes, you can! Latenode allows real-time analysis of submissions via AI, ensuring instant insights and automated report generation—saving time and boosting efficiency.

What types of tasks can I perform by integrating Formstack with AI Agent?

Integrating Formstack with AI Agent allows you to perform various tasks, including:

  • Automatically categorize form responses using AI-driven sentiment analysis.
  • Generate personalized follow-up emails based on form submission content.
  • Extract key data points from forms and feed them into AI-powered reports.
  • Translate form submissions into multiple languages for global analysis.
  • Route form data to different teams based on AI-identified keywords.

How do I handle large volumes of Formstack data in Latenode?

Latenode's scalable architecture efficiently processes large Formstack datasets, leveraging server-side JavaScript for custom data manipulation and advanced logic.

Are there any limitations to the Formstack and AI Agent integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex AI Agent tasks might require optimization for large Formstack datasets.
  • Real-time processing depends on the Formstack API rate limits.
  • Custom AI models require separate training and integration.

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