Get ready for a thrilling integration that's set to supercharge your Community experience! 🚀
Imagine a world where you can seamlessly connect Formstack with your Community, automatically onboarding Members straight from your Formstack form submissions. It's a game changer, and here's what you need to make it happen:
This integration requires:
- API Tokens permission enabled on the account (Requested through your Account Manager)
- A valid API token
- A Formstack account
NOTE: The Formstack Integration is accessible exclusively through select usage-based plans. Kindly contact your designated Account Manager or our Customer Success Team for inquiries regarding eligibility.
Setup and Activation
Community's Formstack integration securely transfers data from Formstack to Community using Formstack's webhook. Here are the steps for setting it up on a Formstack account:
Form Field Setup
To ensure smooth data transfer from Formstack to Community, the Formstack form fields should align with Formstack's default naming schema.
Community's integration requires precise values in Webhook requests from Formstack. Any discrepancies in field names on the Formstack form can result in unrecognized data, causing unforeseen consequences.
Community hosts an example form at https://community.formstack.com/forms/formstack_integration_test_form for Customers to use as a reference.
- Phone Number (
- Name Field
- First (
- Last (
- Email (
- Address Field
- City (
- State (
- Zip (
- Date Of Birth (
- Gender Identity
- Must be one of
After setting up the form and configuring the fields, create a Formstack Webhook to integrate with your Community account.
Prior to continuing, establish an API token for your Community account. Detailed instructions for creating an API Token can be located in your Community account under Settings > API Tokens.
From the Formstack Forms interface, select the form you are trying to integrate and navigate to Settings (found in the upper right-hand corner).
Once in Settings, select Email & Actions from the left-hand menu, then select Add a Webhook:
On the Add a Webhook dialog, ensure the following settings are entered:
- Webhook Name
- Enter “Community Formstack Integration”
- Webhook URL
- The URL scheme for the webhook URL is as follows:
- Do not include the <> characters when adding your values
- A valid URL will look similar to the following:
- Remember, keep this URL secret, as the API token provides API access to your account.
- Check the following boxes:
- Post with sub-field names
- Post with field type
- Standardize field value types to be consistent
- Post Data Field Key
- Select “Post with API-friendly field keys”
- Content Type
- Select “JSON”
- File/Signature URL Type
- Select “Authenticated URL (Default)”
When these settings have been entered successfully, click Create Webhook to activate your integration.
To enable the community system to capture user locations accurately from the Formstack form, include a dropdown list with the specified settings.
With all the settings in place, exciting things happen! When your form gets a new submission with a valid phone number, your Community number will send a real-time SMS welcome message! 🚀📲💬