How does ify support customers using Formstack [Beta]?

Formstack [Beta] is one of ify's integrations — when a customer reaches out, ify calls Formstack [Beta]'s own tools to look up their record, take the right action, and resolve the request, without a human touching a ticket queue first.

Does ify replace Formstack [Beta]?

No — ify is not a Formstack [Beta] alternative. It's an AI agent that integrates with the Formstack [Beta] you already run and calls its tools to resolve tickets, so nothing about your existing setup or data changes.

What can ify do with Formstack [Beta]?

ify can create confirmation email, update confirmation email, get confirmation email, and 41 more in Formstack [Beta] to resolve support tickets — see the full list of tools above.

Is a migration required to use ify with Formstack [Beta]?

No migration is required. ify connects to the Formstack [Beta] account you already have and starts resolving tickets using the tools already available there.

ify connects with Formstack [Beta]

ify is an AI support agent that seamlessly integrates with Formstack [Beta] to understand customer context, use approved tools, and complete resolutions across your support stack.

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Resolution flow

How ify uses Formstack [Beta]

The point is not another integration badge. ify uses Formstack [Beta] as part of the work required to resolve a customer request, then carries the result back into the support conversation.

Read the request

ify understands what the customer needs and whether Formstack [Beta] is the right system to check.

Pull live context

It looks up the relevant forms & document management context directly from Formstack [Beta], not a stale copy.

Take the action

With 44 supported tools, ify can complete approved steps inside Formstack [Beta].

Record the outcome

The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.

Tools ify can use in Formstack [Beta]

ify calls these 44 tools inside Formstack [Beta] to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.

Create Confirmation Email

Creates a new confirmation email. You can map a single logic check condition using dynamic fields, provide a stringified JSON array of checks, or do both simultaneously.

Tool

Update Confirmation Email

Updates an existing confirmation email. You can map a single logic check condition using dynamic fields, provide a stringified JSON array of checks, or do both simultaneously.

Tool

Get Confirmation Email

Fetches detailed information for a single confirmation email using its ID.

Tool

List Confirmation Emails

Fetches a list of all confirmation emails associated with a specific form.

Tool

Delete Confirmation Email

Deletes a specific confirmation email from the account using its ID.

Tool

Create Folder

Creates a new folder to organize your forms.

Tool

Update Folder

Updates the details of an existing folder using its ID.

Tool

Get Folder

Retrieves detailed information for a specific folder or subfolder.

Tool

Delete Folder

Deletes a specific folder using its ID.

Tool

Resolution paths

Common outcomes from Formstack [Beta]

Each path starts with one customer need, uses the right Formstack [Beta] tool, and ends with a verified answer or action inside the support conversation.

Path 01

Create Confirmation Email

Creates a new confirmation email. You can map a single logic check condition using dynamic fields, provide a stringified JSON array of checks, or do both simultaneously.

Uses Formstack [Beta]Verified outcome

Path 02

Update Confirmation Email

Updates an existing confirmation email. You can map a single logic check condition using dynamic fields, provide a stringified JSON array of checks, or do both simultaneously.

Uses Formstack [Beta]Verified outcome

Path 03

Get Confirmation Email

Fetches detailed information for a single confirmation email using its ID.

Uses Formstack [Beta]Verified outcome

Connected stack

Connect Formstack [Beta] with your stack

Customer requests rarely live in one system. ify can use Formstack [Beta]alongside the apps your support team already checks to verify context, take action, and close the loop.