Formstack Connection Guide for Pabbly Connect

Formstack Connection Guide for Pabbly Connect​

Prerequisites​

• An active Formstack Account.​
• An active Pabbly Connect Account.​

Case 1: Connecting via OAuth Application (Client ID & Client Secret)​

Step 1: Access the Formstack API Settings​

1. Log in to your Formstack account.​
2. Navigate to the API settings page.​
3. In the left-hand menu, ensure the API section is selected.​

Step 2: Create a New Application​

1. In the Formstack API v2 applications section, locate and click the "Create new application" button on the far right.

   

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Step 3: Configure Application Details and Redirect URI​

1. Enter the following details:
   
   • Application Name: Enter a descriptive name, such as Pabbly Connect Integration.​
2. For the Redirect URL field, you must paste the exact URL provided by Pabbly Connect.
   
   • Note: This URL is essential for the secure authorization flow. ​
   • Pabbly Connect Redirect URL: https://connect.pabbly.com/callback-url​
3. Description (Optional): Add a short explanation (e.g., Pabbly Connect is a no-code automation and integration tool...).
   Important Note: As soon as you finish filling out the fields and navigate away or click a save/update option, the application details are auto-saved by Formstack.
   

Step 4: Retrieve the Client ID and Client Secret​

1. Navigate back to the main API section. Your newly created application will now be listed under Formstack API v2 applications.​
2. Click on the application name in the list.​

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3. This action will lead you to a new page displaying the generated security keys:
   Client ID: The public identifier.
   Client Secret: The private, highly sensitive key.​
4. Copy both the Client ID and the Client Secret.​

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Step 5: Finalize the Connection in Pabbly Connect​

1. Return to your Pabbly Connect workflow.​
2. In the Formstack connection window, paste the copied values into the corresponding fields: Client ID and Client Secret.​
3. Click Save button to complete the authorization.​

Case 2: Connecting via Personal Access Token (PAT)​

Step 1: Enable Personal Access Tokens​

1. In your Formstack account, look in the left-hand navigation menu under the ACCOUNT section.​
2. Click the Access Tokens section.​
3. If this feature is not yet active, click the "Enable for my account" button.​

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Step 2: Generate the Token​

1. On the Personal access tokens page, click the "Generate token" button (usually in the top right).​
2. A pop-up window will appear. Fill in the following details:​
   • Name: Enter a clear name for the token (e.g., Pabbly Connect).​
   • Description (Optional): Add a short explanation (e.g., Pabbly Connect is an automation and integration platform.).​
3. Click on Generate token button.​

Step 3: Retrieve and Copy the Token​

1. A new pop-up will display the generated Personal Access Token.​
2. Copy this token immediately and securely. Formstack explicitly states: "We don't store your token for security reasons. Make sure you copy and save it securely before closing this message, as you won't be able to access it again."​
3. Click Copy token.​

Step 4: Finalize the Connection in Pabbly Connect​

1. Return to your Pabbly Connect workflow and choose the Personal Access Token connection method for Formstack.​
2. Paste the single copied token into the required field.​
3. Click Save button to establish the connection.​

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