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.

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.

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

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.

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.

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.

Troubleshooting