academy

Formstack Academy is here to guide you through all the basics and more—so you and your team can work better together.

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Get moving quickly with these learning videos

Formstack for Salesforce 101

See how Formstack for Salesforce lets you easily collect data and merge it into your Salesforce org.

Getting Started with Documents Featuring Our New Builder

Want to generate and automate documents quickly and easily? This webinar will give you an introduction to our new Documents builder!

Salesforce 101

Learn the basics of Salesforce in our free general Salesforce 101 webinar.

Getting Started: 5 Quick Ways to Personalize Your Forms

Discover five ways to quickly personalize the look and feel of the Forms experience for your users.

Explore customer stories

Learn how our customers are finding success

Explore All customer stories

Seamus Drives Digital Transformation with Formstack

Seamus Ruiz-Earle shares why the Carabiner Group partners with Formtack to provide innovative, customizable, and scalable solutions for their clients across a plethora of industries.

Brittany Transformed Paper Trials into Digital Success

Brittany Trewartha shares how Little Star ABA eliminated physical storage needs, improved data security, and increased operational efficiency by digitizing their form processes.

Caitlin and Antonio Use Formstack—for Formstack

With no-code automation and easy digitization, Formstack employees like Caitlin and Antonio find Formstack products to be a no-brainer for making their jobs easier.

Streamlining the Student Experience

Learn how Simon Fraser University used Formstack for Salesforce to manage the student recruitment and enrollment lifecycle. Read this case study now.

Megan Cuts 26 Days from Credit Union’s Membership Processing

Becoming a member of America’s Christian Credit Union used to take weeks due to paperwork. But Sr. Corporate Banking Specialist Megan knew she could build a better process with Formstack.

Michelle Quickly Develops a Secure Patient Intake Process

When tech consultant Michelle’s healthcare client needed to produce a digital patient intake process on a tight deadline, the Soliant Consulting team turned to Formstack’s out-of-the box solution.

Webinars

Access our library of upcoming and on-demand webinars

Explore All Webinars

Using Formstack Workflows AMA

Learn how to optimize data collection with new features like step logic, group approvals, and workspace access. No question too tough!

Using Formstack Workflows AMA

We want you to optimize your data collection process - join us to understand how your organization can leverage new features like step logic, group approvals, and workspace access.

Cultivate Efficiency with Formstack

Spring into action and elevate your workflow-building game with Formstack's Spring ‘24 Release! Join us for an exclusive webinar where you'll uncover the latest features and enhancements designed to make your processes bloom like never before.

Formstack for Salesforce - AMA

Dive into our latest Ask Me Anything (AMA) session where Francis Pereira, Senior Manager, Client Solutions and Services, answers questions and demos how to build seamless Salesforce workflows that break down data silo.

Formstack Suite - Ask Me Anything

Dive into our latest Ask Me Anything (AMA) session where Brandon Billstrand, Manager of Client Solutions, answers questions and demos everything from simple tasks to intricate workflow challenges.

Unleashing the Power of Formstack Forms

Ask our experts anything, from the simplest queries to the most complex form-building conundrums.

Builders Blogs

Tips and tricks to help you build at your best

Automate Your Processes with Form to Form Prefill

Check out this step-by-step video demo on creating a form to form prefill process to automate like PTO approvals.

Set Up Group Approvals with Formstack’s Workflows Feature

Check out this step-by-step guide for setting up group approvals to your forms with Formstack Workflows.

Introducing Drag-and-Drop Merge Fields in the Formstack Document Builder

The drag-and-drop functionality you love is now in Formstack Documents!

Reimagine Student Application with Formstack

Revolutionize your student application process with Formstack: a streamlined, efficient, and user-friendly approach detailed in our latest blog post.

5 Step-by-Step Workflows to Upgrade Your Healthcare

Easily build automated healthcare workflows without code by following the step-by-step instructions in these five builders’ blogs.

Building Connections between Formstack and Your EHR

This demo will walk through using the PowerAutomate integration to show users how data can be securely collected with a Formstack form and sent to popular EHRs.

How to videos

Quick tutorials from our product experts

Put your knowledge to the test

Formstack Tracks - Forms

With Formstack Forms, anyone in your organization can build online forms, collect data, and automate processes.

Formstack Tracks - Formstack for Healthcare

With Formstack Forms, anyone in your organization can build online forms, collect data, and automate processes.

Formstack Tracks - Sign

With digital document signing, users can eSign documents using a computer, tablet, or mobile phone.

Formstack Tracks - Documents

Whether you're in finance, healthcare, education, or sales, our versatile document creator can help you generate countless custom documents.

Formstack Tracks - Forms for Salesforce

Formstack Forms for Salesforce is an all-in-one forms, documents, and eSignature solution.

Formstack Tracks - Suite

This course will go teach you how to use each application together in harmony to automate your processes.