Automation guides
Set up Zapier, Make, n8n or an AI agent to send requests and act on the answers.
Start with the tool’s connect guide: every other guide for that tool assumes it is done.
Zapier
The Formstep app for Zapier works on every Formstep plan. Zapier shows it as Beta, as it does every new app for its first months. You connect it from inside a Zap; Open in Zapier on the workspace Integrations page opens it with ready-made Zaps.
- Connect Formstep to ZapierSign in to Formstep from a Zap, pick the workspace Zapier may use, and check that your forms show up.
- Send public link submissions to another appStart a Zap when someone submits, edits or abandons a form through its share link, and send the answers to email, Sheets, Slack or a CRM.
- Send a request from a ZapCreate a Formstep request from any Zapier trigger, prefill and lock the answers you already know, send the link, then find, remind or cancel the request from a later Zap.
- Act on a request's outcomeStart a Zap when a request is completed, expires or is canceled, and branch on whether the recipient approved, declined or asked for changes.
Make
The Formstep app for Make is in beta: it is shared by invitation until Make lists it in its app directory. You connect it from inside a scenario.
- Connect Formstep to MakeInstall the Formstep app in your Make organization, sign in from a scenario, and pick the workspace Make may use.
- Start a scenario from public link submissionsRun a Make scenario when someone submits, edits or abandons a form through its share link, and map each answer by its question.
- Send requests and act on their outcomeCreate a Formstep request from a Make scenario, prefill it per field, and run a scenario when the recipient completes it, it expires or is canceled.
n8n
The Formstep community node runs on self-hosted n8n. It can also pause a workflow until the recipient answers. The last four guides are worked examples.
- Install the Formstep node in n8nGive a self-hosted n8n a public HTTPS address, install the n8n-nodes-formstep community node, and check that its triggers and actions show up.
- Connect Formstep to n8nConnect n8n to one Formstep workspace with an API key, or on self-hosted n8n by signing in with OAuth2, and check that your forms show up.
- Start an n8n workflow from public link submissionsRun an n8n workflow when someone submits, edits or abandons a form through its share link, and pass the answers to the next node.
- Send a request and act on its outcomeCreate a Formstep request from an n8n workflow, prefill and lock what you already know, then wait for the answer in the same workflow or start another one when a request ends.
- Look up, remind and cancel requests in n8nFind a request by your own External ID, read its status and answers, send the recipient a reminder, or cancel it, all from an n8n workflow.
- Get a manager's approval in n8nExample: send an expense claim to the manager who approves it, pause the workflow until they decide, then route each outcome and no answer.
- Read a PDF with AI, then get it confirmedExample: an AI model reads a supplier invoice in n8n, a request prefilled with what it read goes to the supplier, and they confirm or correct each value.
- Collect the documents each case needs in n8nExample: build the form from an insurance claim's checklist inside the request, so each person is asked for exactly the documents their case needs, then save each upload with the claim.
- Let an AI agent send requests from n8nExample: an onboarding assistant in n8n that has the Formstep node as a tool, so it can send a client a prefilled form, check how the request is going, and remind them.
AI agents
Claude, ChatGPT, Cursor and other AI tools connect to Formstep over MCP, then build forms, send requests and read the answers.
- Connect an AI agent to FormstepAdd Formstep to Claude, ChatGPT, Cursor or any tool that supports remote MCP servers, sign in, and pick the workspace the agent may use.
- Build a form with an AI agentAsk Claude, ChatGPT, Cursor or another connected agent to build a Formstep form, watch it take shape in a preview, change it, and publish it.
- Send a request with an AI agentAsk a connected agent to send a Formstep request to one person, prefill and lock what you already know, and read the answers back when they are done.
Your own code
Developers who call Formstep from their own code or an HTTP step: start at Developers.