Using Agility CMS and Formstack

Harmonie Poirier
Harmonie Poirier
Sep 12, 2022
Using Agility CMS and Formstack

When handling digital information, companies want their staff to have more technical proficiency. Even if you don't have a background in coding, you should be able to create online forms and collect data using them. When acquiring the data you require, the good news is that you do not need to be a coder to accomplish it because today number of businesses are turning to solutions that do not require the use of code.

Formstack is ideal if you've ever needed to develop web forms and collect data without consulting your IT staff. You can construct the necessary forms, gather the required signatures, and automate the essential procedures without writing a single line of code. In this article, we shall discuss what Formstack is in its workflows and why you should use this integration with Agility CMS.

What is Formstack?

Formstack allows businesses to create robust web forms without requiring in-house programmers. Over 500,000 users from 112 different countries have access to the form builder. Users may capture leads, receive feedback from customers and workers, collect online payments, and much more by embedding mobile-friendly forms on their sites and social media profiles.

Moreover, more than fifty other web applications, such as customer relationship management, email marketing, payment processing, and document management, are compatible with the platform. So

Users can transform tedious manual tasks into efficient digital workflows with the help of Formstack's dedicated Workflow solution. They monitor interdepartmental operations and utilize advanced analytic tools to pinpoint where their systems and communications are lagging.

Formstack Workflows

Working with Formstack Forms, you can design workflows that are as adaptable and responsive as your team.

Automated

Build interdepartmental, automated processes in minutes to speed up mundane, routine labour.

Collaborative

Divide your workflow into manageable chunks and give each team member access to the parts they need to examine and revise.

Efficient

Start at the beginning of your workflows and time each step to see where communication delays may occur.

Smart

Use Procedure Logic to build rules that skip phases, perform the workflow, and smartly return forms for adjustments.

Accessible

You can increase the size of your workflow by including Participant Users, who won't count toward your Standard User quota.

Organized

Use your Workspace to streamline workflows and stay on top of all your assigned responsibilities.

Integrations

Another crucial component of digital agility is ready to access data. Better judgments and faster action are possible when correct data is readily available across all tools. Integrations are crucial in this respect.

Any new tools you add should be simple to integrate with the rest of your tech stack so that you don't end up with data silos. Invest only in programs that have numerous pre-existing integrations. They may be set up in a matter of minutes and immediately send your data where it needs to go.

Let's Set You Up With Agility CMS and Formstack

Step 1: Sign Up to Formstack

Get your Free Account with Formstack and Free Trial  with Agility CMS, if you don't already have one.  

Step 2: Create a Form

Create a form with Formstack

Select a Template 

Select a Template 

Customize your form.

Customize your form.

Step 3: Getting your access token

Go to the API page.

Go to the API page

Click on "New application" and fill out the form.

Click on "New application"

Install the Integration with Formstaclk and Agility CMS

Register this app in Agility

Using the Formstack Integration

Add Formstack to a Page Module or Content Model as a Custom Field.

Using the Formstack Integration

Once you select a form, The Formstack App provides a link to edit.

Agility CMS' API will provide a JSON object.

Agility CMS' API

Bottom line

Formstack is an online solution for the creation of forms. It provides digital marketers a platform for online data collecting and interaction through its drag-and-drop web form designer. Through interfaces with third-party services, users can collect payments and send form data to widely used marketing tools. Moreover, Users can record responses, save the information, and then distribute it to their respective teams with the help of Formstack.

A Sneak Peek at Agility CMS' New UI

What's changed, how will it affect you, and when will it launch?

New UI CTA V1
Back to All Articles
Back to All Articles
Sep 12, 2022

Using Agility CMS and Formstack

Harmonie Poirier

Topic

CMSCMS
SHARE POST
BlogBlog

Agility CMS's new Custom Roles feature

Read More
Agility CMS's new Custom Roles feature
BlogBlog

Jamstack Architecture With GraphQL, Agility CMS & Shopify

Read More
Jamstack Architecture With GraphQL, Agility CMS & Shopify

Coming Soon: Agility CMS New UI

More modern. More accessible.

Learn More

Using Agility CMS and Formstack

When handling digital information, companies want their staff to have more technical proficiency. Even if you don't have a background in coding, you should be able to create online forms and collect data using them. When acquiring the data you require, the good news is that you do not need to be a coder to accomplish it because today number of businesses are turning to solutions that do not require the use of code.

Formstack is ideal if you've ever needed to develop web forms and collect data without consulting your IT staff. You can construct the necessary forms, gather the required signatures, and automate the essential procedures without writing a single line of code. In this article, we shall discuss what Formstack is in its workflows and why you should use this integration with Agility CMS.

What is Formstack?

Formstack allows businesses to create robust web forms without requiring in-house programmers. Over 500,000 users from 112 different countries have access to the form builder. Users may capture leads, receive feedback from customers and workers, collect online payments, and much more by embedding mobile-friendly forms on their sites and social media profiles.

Moreover, more than fifty other web applications, such as customer relationship management, email marketing, payment processing, and document management, are compatible with the platform. So

Users can transform tedious manual tasks into efficient digital workflows with the help of Formstack's dedicated Workflow solution. They monitor interdepartmental operations and utilize advanced analytic tools to pinpoint where their systems and communications are lagging.

Formstack Workflows

Working with Formstack Forms, you can design workflows that are as adaptable and responsive as your team.

Automated

Build interdepartmental, automated processes in minutes to speed up mundane, routine labour.

Collaborative

Divide your workflow into manageable chunks and give each team member access to the parts they need to examine and revise.

Efficient

Start at the beginning of your workflows and time each step to see where communication delays may occur.

Smart

Use Procedure Logic to build rules that skip phases, perform the workflow, and smartly return forms for adjustments.

Accessible

You can increase the size of your workflow by including Participant Users, who won't count toward your Standard User quota.

Organized

Use your Workspace to streamline workflows and stay on top of all your assigned responsibilities.

Integrations

Another crucial component of digital agility is ready to access data. Better judgments and faster action are possible when correct data is readily available across all tools. Integrations are crucial in this respect.

Any new tools you add should be simple to integrate with the rest of your tech stack so that you don't end up with data silos. Invest only in programs that have numerous pre-existing integrations. They may be set up in a matter of minutes and immediately send your data where it needs to go.

Let's Set You Up With Agility CMS and Formstack

Step 1: Sign Up to Formstack

Get your Free Account with Formstack and Free Trial  with Agility CMS, if you don't already have one.  

Step 2: Create a Form

Create a form with Formstack

Select a Template 

Select a Template 

Customize your form.

Customize your form.

Step 3: Getting your access token

Go to the API page.

Go to the API page

Click on "New application" and fill out the form.

Click on "New application"

Install the Integration with Formstaclk and Agility CMS

Register this app in Agility

Using the Formstack Integration

Add Formstack to a Page Module or Content Model as a Custom Field.

Using the Formstack Integration

Once you select a form, The Formstack App provides a link to edit.

Agility CMS' API will provide a JSON object.

Agility CMS' API

Bottom line

Formstack is an online solution for the creation of forms. It provides digital marketers a platform for online data collecting and interaction through its drag-and-drop web form designer. Through interfaces with third-party services, users can collect payments and send form data to widely used marketing tools. Moreover, Users can record responses, save the information, and then distribute it to their respective teams with the help of Formstack.

A Sneak Peek at Agility CMS' New UI

What's changed, how will it affect you, and when will it launch?

New UI CTA V1
About the Author

Harmonie is the digital marketing manager at Agility CMS. She loves SEO and content marketing. 

Topic

CMSCMS
SHARE POST
BlogBlog

Agility CMS's new Custom Roles feature

Read More
Agility CMS's new Custom Roles feature
BlogBlog

Jamstack Architecture With GraphQL, Agility CMS & Shopify

Read More
Jamstack Architecture With GraphQL, Agility CMS & Shopify

Coming Soon: Agility CMS New UI

More modern. More accessible.

Learn More

Take the next steps

We're ready when you are. Get started today, and choose the best learning path for you with Agility CMS.

Get startedRequest a Demo