Formstack Integration

Combine Powerful Document Management Software with Unique Project Workflow Automation & Reporting

Document Management

Send form submissions from Scoop client sites, projects or tasks, removing the need for manual data entry.

Collect detailed intake, inspection, or field data and map it cleanly into the right Scoop fields and workflows.

Generate agreements or documents from Formstack and store them instantly in Scoop for easy access and audit trails.

Capture e-signatures through Formstack and sync status updates into Scoop to track contract progress.

Maintain accurate, up-to-date submission data in Scoop so forms and project records always match.

What is Formstack?

Formstack is a cloud-based forms, document generation, and workflow automation platform that helps teams capture information and streamline processes.

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01 Choose Your Connections

We consult with you and gather requirements→

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02 Specify Your Integrations

We map out primary workflows across each connection →

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03 Go Live, Monitor & Evolve

We coordinate the integration launch and monitor performance →

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

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“Scoop is something that we knew that we wanted to move to immediately. We knew it was going to be able to help us manage all of our projects across the board.”