formstack-guide
Formstack Integration
Velaro receives a webhook from Formstack when a form is submitted. The submission triggers a Velaro workflow where you can route the conversation, create a ticket, tag it, or fire a bot response. Contact and field data from the form is mapped to Velaro so submissions create or update contact records automatically.
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Connect Formstack
Step 1 — Copy your Velaro webhook URL
1. In Velaro, go to Settings → Integrations → Formstack
2. Copy the webhook URL shown on that page
Step 2 — Add the webhook in Formstack
1. In Formstack, open the form you want to connect
2. Go to Settings → Notifications → Webhooks
3. Click Add Webhook
4. Paste your Velaro webhook URL as the destination
5. Set the method to POST
6. Save the webhook
Formstack sends a POST to Velaro every time that form is submitted. Repeat this for each form you want to connect.
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Map Form Fields to Velaro Contacts
Field mapping controls how Formstack data becomes a Velaro contact record.
1. In Velaro, go to Settings → Integrations → Formstack → Field Mapping
2. For each Formstack field, select the matching Velaro contact field
| Formstack field type | Maps to Velaro field |
|---|---|
| Name | Contact name (first + last) |
| Contact email — used to match or create a contact | |
| Phone | Contact phone number |
| Company | Contact company |
| Text / Paragraph | Any custom contact field or conversation note |
When a submission arrives, Velaro checks whether a contact with that email already exists. If yes, the record is updated. If no, a new contact is created.
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Build a Workflow for Form Submissions
After setting up the webhook and field mapping, create a Velaro workflow that triggers on form submissions.
1. Go to Workflows → New Workflow
2. Set the trigger to Formstack Form Submitted
3. Add the actions you want — route to a team, send a bot message, tag the conversation, create a ticket, or notify an agent
4. Activate the workflow
You can create different workflows for different forms. Use the form name or a custom tag to route contact form submissions to one team and quote request forms to another.
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Use Cases
Contact form → create ticket — Visitor submits a support request on your website. Velaro creates a conversation, tags it as Support, and routes it to your support queue.
Quote request → notify sales — Prospect fills out a quote request form. Velaro creates a conversation, assigns it to the sales team, and sends the agent a notification with the form details.
Intake form → route by field value — You have a multi-department intake form with a "Department" dropdown. Velaro reads that field and routes to the matching team automatically.
Form submission → bot response — After a form is submitted, Velaro triggers a bot to send an immediate acknowledgment via email or SMS using the contact info from the form.
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Troubleshooting
| Symptom | What to check |
|---|---|
| Submission not arriving in Velaro | In Formstack, go to Settings → Notifications → Webhooks and check the delivery log. A failed delivery means Formstack could not reach the Velaro webhook URL. Confirm the URL was copied exactly from Settings → Integrations → Formstack. |
| Contact not created or updated | Confirm the email field is mapped in Field Mapping. Velaro uses email as the matching key — if the form does not include email, a new contact is created on every submission without deduplication. |
| Workflow not triggering | Confirm the workflow trigger is set to Formstack Form Submitted and the workflow is active. Check Workflows → Activity Log for any trigger errors. |
| Wrong team receiving submissions | Check the routing action in your workflow. If you are routing by a form field value, confirm the field is mapped and the value matches the routing rule exactly (case-sensitive). |
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