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How to connect Formstack and Grist
Create a New Scenario to Connect Formstack and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Formstack or Grist, 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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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.
Add the Grist Node
Next, click the plus (+) icon on the Formstack node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Formstack and Grist 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 Formstack and Grist 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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Grist
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formstack, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Formstack and Grist (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 Grist
Formstack + Grist + Slack: When a new form submission is received in Formstack, the data is added as a new record in Grist. Then, a notification message is sent to a Slack channel to alert the team.
Grist + Formstack + HubSpot: When a new record is created or updated in Grist, a pre-filled Formstack form is created. The form data updates a contact record in HubSpot.
Formstack and Grist 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.
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About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Formstack and Grist
How can I connect my Formstack account to Grist using Latenode?
To connect your Formstack account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with new Formstack submissions?
Yes, you can! Latenode allows you to instantly update Grist whenever a new Formstack submission is received, ensuring real-time data synchronization. This eliminates manual entry and reduces errors.
What types of tasks can I perform by integrating Formstack with Grist?
Integrating Formstack with Grist allows you to perform various tasks, including:
- Create new Grist records from Formstack form submissions automatically.
- Update existing Grist records based on Formstack responses.
- Trigger email notifications for new Formstack submissions stored in Grist.
- Analyze form data from Formstack directly within Grist's reporting tools.
- Create personalized documents using Formstack data stored in Grist.
Can I use JavaScript to manipulate data between Formstack and Grist?
Yes! Latenode lets you use JavaScript code to transform data between Formstack and Grist, offering unparalleled control and customization for complex data mapping.
Are there any limitations to the Formstack and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Formstack layouts might require custom JavaScript transformations.
- Grist API rate limits may affect performance with extremely high submission volumes.
- Initial setup requires understanding of both Formstack and Grist data structures.
