Break down productivity barriers and take back lost time with Formstack's workflow automation tools.
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Formstack's workflow management solution makes it easy to streamline processes and get work done. Set up seamless digital workflows in minutes with the help of powerful forms, surveys, documents, integrations, and signatures. Browse through our selection of workflow automation tools below to find a personalized solution that works for you.
Capture data with mobile-friendly forms that can be shared anywhere. Use our drag and drop builder to create your forms in minutes, or get started with a template. You can collect payments, administer surveys, gather feedback, and even collect data offline.
Let team members across your organization review and edit data on a single online form. With the Workflows add-on, you can simplify your workflow management by transforming bulky processes into automated workflows that help you streamline repetitive tasks and identify efficiency bottlenecks.
Transform the data you collect into beautifully designed PDFs, Word docs, Excel sheets, and PowerPoint presentations. You can send your documents to different places depending on the triggers you set. Attach files to emails, store them in the cloud, and more.
Don't let the wait for a signature hold up your team. Formstack Sign lets you capture electronic signatures on your documents without needing a third-party app. Get documents signed quickly and automatically delivered to clients and team members.
Reduce data chaos with a bi-directional data sync between your marketing automation and CRM systems. Formstack Sync allows each of your teams to use the right systems for their needs while ensuring smooth processes and consistent data across departments.
Here's an example of how Formstack's workflow automation tools can work together to help you streamline your processes.
His data is simultaneously emailed to a member of your sales team and sent to your CRM system.
Once new data enters your CRM, it's automatically updated in your marketing automation system.
The information collected on your form is used to automatically generate a custom sales proposal.
After signing the proposal via Formstack Sign, a final copy is sent to Dave and stored in Stash.
See Formstack's workflow automation tools in action for free with a 14-day trial.