1.Watch new submission
Integrate Formstack and form submission tools to detect each new submission and start the audit trail workflow.
Create payment and activity records from form submissions
Automatically monitor new Formstack submissions across Formstack and SQL Server. Create and update when submission identifiers match, payment details arrive, or records stay unmatchedβso you can write activity rows, insert payment records, and flag items for manual reconciliation without manual reconciliation paperwork.
How this automation protects your audit records
When new payment forms land without traceable records, reconciliation stalls and audits get riskier. This automation monitors submissions, then writes an activity log row and inserts a payment row in SQL Serverβso your team can reconcile faster.
Formstackor swap with your favorite app
2.Lookup matching application row
Integrate SQL Server and database connectors to find the existing application row and return mapping context.
SQL Serveror swap with your favorite app
3.Create activity log row
Integrate SQL Server and audit log systems to map metadata, timestamp the activity, and write payment notes.
4.Insert payment row
Integrate SQL Server and database connectors to map payment fields into the payment table and mark it as form-sourced.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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