Integrating Formstack
Capabilities
DataGrail's Formstack integration provides the following capabilities:
| Product | Capability | ||||
|---|---|---|---|---|---|
| Request Manager |
|
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Formstack User Role: Admin
Connect to DataGrail
- Navigate to DataGrail.
- Enter the Integration Name.
- Select Login to Configure.
- Log in to Formstack if prompted and authorize the necessary permissions to DataGrail.
Next Steps
Now that you've successfully connected the integration, check out the following resources:
Troubleshooting
If you are unable to successfully connect the integration, review these common troubleshooting steps:
Ensure Required Permissions Are Granted on API Keys/Resources
DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.
Review Required Account Types and User Roles
If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.
See Before You Start to review these requirements.
Technical Details
The Formstack integration uses the REST API v2:| Access Type | Synchronous |
|---|
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