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Formstep Integrations

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Put Formstep to work with AI and enterprise-grade automation

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Marketing Automation

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Launch your first automated workflow

  • Send Slack channel messages for newly completed Formstep requests

    • Formstep logo
    • Slack logo
    Formstep + Slack
  • Send Gmail emails for new completed Formstep requests

    • Formstep logo
    • Gmail logo
    Formstep + Gmail
  • Create Formstep requests for new HubSpot contacts

    • HubSpot logo
    • Formstep logo
    HubSpot + Formstep
  • Create Formstep requests from new Google Sheets rows

    • Google Sheets logo
    • Formstep logo
    Google Sheets + Formstep
  • Send Slack channel messages for newly completed Formstep requests

    • Formstep logo
    • Slack logo
    Formstep + Slack
  • Send Gmail emails for new completed Formstep requests

    • Formstep logo
    • Gmail logo
    Formstep + Gmail
  • Create Formstep requests for new HubSpot contacts

    • HubSpot logo
    • Formstep logo
    HubSpot + Formstep
  • Create Formstep requests from new Google Sheets rows

    • Google Sheets logo
    • Formstep logo
    Google Sheets + Formstep
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • Form
          Required
        • Consider submission abandoned after
          Required
        Trigger
        Instant
        Try It
        • Form
          Required
        Trigger
        Instant
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        • Form
          Required
        Trigger
        Instant
        Try It
        • Request
          Required
        • Reason
        Action
        Write
        • Form
          Required
        Trigger
        Instant
        Try It
        • Form
          Required
        Trigger
        Instant
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        • Form
          Required
        Trigger
        Instant
        Try It
        • Form
          Required
        • Recipient Email
        • Recipient Name
        • Language
        • Delivery
        • Reminders
        • Expires At
        • External ID
        • Metadata
        • Test Request
        Action
        Write

      For builders

      Let your AI safely access Formstep

      Go beyond Zap workflows. Install Zapier in your AI to call Formstep actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Formstep from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Cancel Request
      • Create Request

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Formstep actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Formstep connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "formstep", owner: "me" });
      
      await zapier.runAction({
        app: 'formstep',
        action: 'cancel_request',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Formstep Help & Support

      Common questions

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      About Formstep
      Formstep is a tool that collects details, documents, signatures and approvals from customers and returns verified answers to your workflows.
      Related categories

      Popular Formstep Integrations

      Popular Formstep Integrations