• Aero Workflow logoAero Workflow logo
  • Formstack logoFormstack logo

Aero Workflow + Formstack Integrations

How to connect Aero Workflow + Formstack

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  • Aero Workflow triggers, actions, and search
    Get Company Names
    Trigger for Company dynamic dropdown.
    Trigger
    Scheduled
  • Aero Workflow triggers, actions, and search
    Create Appointment
    Creates a new Aero Appointment.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Company
    Creates a new company.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Email Aero
    Creates a new Aero Email.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Note Aero
    Creates a new Aero Other.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Task
    Creates a new Aero Task.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Vault Entry
    Creates a new Vault Entry for specific company.
    Action
    Write
  • Aero Workflow

    Finds an existing company.

    Scheduled

    Action

  • Formstack

    Triggers when a new form is added.

    Scheduled

    Trigger

  • Formstack

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    Instant

    Trigger

  • Formstack

    Creates a submission for a form in FormStack.

    Scheduled

    Action

How Aero Workflow + Formstack Integrations Work

  1. Step 1: Authenticate Aero Workflow and Formstack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Formstack Tutorials

aero-workflow logo
aero-workflow logo

About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

Related categories

formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Related categories

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