Formstack

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Formstack is a versatile online form solution that streamlines processes for capturing and managing information, allowing businesses and teams of all sizes to easily create online forms and gain rich insights. Here are some things you can expect from the Formstack/Grow integration.

Connecting to Formstack

  1. Select the Data tab next to the Dashboard.
    This takes you to the Data Overview page.

  2. Click on the Connections button.

  3. Click on the blue + Connect button.

  4. From the list of Connections, search and select the Formstack logo.

Data Warehousing

Formstack is on the Grow Data Warehouse, which we highly recommend you use. . For more information about warehousing your data, visit the Data Warehouse Help Article.

Tables

The list of tables available will depend on your unique Formstack project. You can expect to see one table per dataset associated with the project ID in your connection.

Suggested Tables

The following suggested tables are available in Grow. These are toggled on by default when you sync your data for the first time.

  • Forms

Custom Tables

Grow offers you the flexibility to configure custom tables based on the dimensions, metrics, and date groupings that you see fit. This helps you to bring only relevant data into Grow, increasing the performance of the metrics.

Note that Formstack might limit the number of dimensions and metrics that can be selected within a single report.

  • Notifications
  • Submissions
  • Confirmations

Warehousing Your Data

  1. In the Connections Overview Page, click on your Formstack connection.
    This opens the Connection Details page.
  2. Select the Manage Connection button within the Connection Details section to open the warehouse table selection flow.
  3. Select the data you want stored in the Data Warehouse and click the Sync & Store button at the bottom of the Manage Connection page.
    This begins the initial population of your warehouse with the tables you defined. Populating your data warehouse for the first time may take a while, sometimes up to several hours.

You may continue working within the app while your data is In Queue or Processing.

If your data source is not already connected, refer to the Connecting to a Data Source for more details.

Sync Interval

Full Sync

The default sync interval is 1 week.

Full sync intervals is 12 hours for Custom Tables.

Incremental Sync

Incremental Sync is available for all Formstack warehouse tables. The default incremental sync interval is 1 hour.

Incremental sync is not supported for Custom Tables.

To learn more about sync intervals and how to adjust the default settings, please visit the Sync section of the Data Warehouse help article.

Endpoints

The following list displays the type of reports you can pull from Formstack, along with a short description of the fields available with each report.

  • Confirmations: All confirmation emails for the specified form, including table, ID, form, name, sender, subject, type, format, hide empty, show section, message, editor, logic, delay, checked spam, select distinct, retries, etc.
  • Forms: All forms, including form ID, name, viewkey, views, created, deleted, submissions, submissions unread, submissions today, URL, encrypted, submit button title, inactive, timezone, permissions, last submission ID, last submission time, etc.
  • Form Data: All submissions data for the specified form, including form field data, ID, timestamp, user agent, remote addr, payment status, read, additional custom fields, etc.
  • Notifications: All notifications for the specified form, including table, notification ID, form, name, from type, from value, recipients, subject, type, hide empty, show section, message, editor, attach limit, logic, format, options, select distinct, retries, etc.
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