Aero Workflow + Formstack Integrations

How to connect Aero Workflow + Formstack

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Get Company Names
Trigger for Company dynamic dropdown.
Trigger
Scheduled
Create Appointment
Creates a new Aero Appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Email Aero
Creates a new Aero Email.
Action
Write
Create Note Aero
Creates a new Aero Other.
Action
Write
Create Task
Creates a new Aero Task.
Action
Write
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

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