Introducing Formstack Streamline for Healthcare IT
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Formstack aligns with the Salesforce Financial Services Cloud data model, making it easy to create a single source of truth for your data. Track submissions via a dashboard, and ensure information stays accurate by using upsert to update records and prevent duplicates.
Clients should never have to fill out the same information twice. Create better digital experiences through forms that are prefilled with data from your Salesforce records, such as name, address, and other personal details.
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Build secure finserv workflows that can scale as your needs evolve. With the help of NativeCloud and grandchild objects, you can create forms with more complicated relationships that update multiple Salesforce records at once.
Set up seamless workflows that help you collect necessary information and get clients onboarded faster.
Process loan applications, manage agreements from start to finish, and collect client requests.
Connect your forms to payment providers like PayPal and Stripe to quickly generate custom invoices and collect payments.
Create workflows for new and recurring policies that save time, reduce manual data entry, and eliminate data errors and inconsistencies.
Save clients time by prefilling risk assessments with data from prior years that has been saved in your Salesforce instance.
Collect feedback from clients to discover ideas for improving your workflows and creating better digital experiences.
Learn how our no-code suite of products can help you automate
the processes that matter and boost productivity.
