Batchbook + Formstack Integrations

How to connect Batchbook + Formstack

Zapier lets you send info between Batchbook and Formstack automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

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Create people on Batchbook for new Formstack submissions
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Formstack + Batchbook

Formstack + Batchbook

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New Company
Triggered when you add a new company.
Trigger
Scheduled
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New User
Triggered when you add a new user.
Trigger
Scheduled
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- First Name
- Last Name
- EmailRequired
- Cell Phone
- Work Phone
- Home Phone
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Custom Fields Replace
  We also support custom fields. This should be replaced with the fields, if not, test your account.
- Add Comment as User
- Comment Text
Action
Write
- FormRequired
  Select which form to watch for submissions.
Trigger
Instant
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- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write

New Person
Triggered when you add a new person.
Trigger
Scheduled
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- NameRequired
- AboutRequired
- EmailRequired
Action
Write
New Form
Triggers when a new form is added.
Trigger
Scheduled
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- FormRequired
- Remote Address
  The IP address of the original submitter.
Action
Write
- Api Docs Info
  API docs for Formstack are located here https://developers.formstack.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

Step 1: Authenticate Batchbook 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.