Real-World Case Studies and Customer Success Stories with Formstack Form Builder

Formstack helped eduWeb improve their call for proposals process. eduWeb needed one system to manage data from over 100 speakers... and integrate with their tools. They used Formstack as a data hub, with features like conditional logic, custom branding, and MailChimp integration. This made the application process seamless and automated data sharing. Results included faster applicant response times, better user experience, and all data in one secure place.
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Formstack helped Code Black Indy build no-code workflows for student enrollment, payments, and evaluations. They used Formstack’s form builder to... create dynamic forms and collect payments with PayPal, avoiding high third-party fees. Staff can quickly adapt forms for different programs and schools. Data integrates with Salesforce and Google Sheets for easy reporting. The solution improved collaboration, boosted form conversions, and enabled fast form building with conditional logic.
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Formstack helped eduWeb improve their call for proposals process. eduWeb needed one system to manage data from over 100 speakers... and integrate with their tools. They used Formstack as a data hub, with features like conditional logic, custom branding, and MailChimp integration. This made the application process seamless and automated data sharing. Results included faster applicant response times, better user experience, and all data in one secure place.
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Formstack helped Code Black Indy build no-code workflows for student enrollment, payments, and evaluations. They used Formstack’s form builder to... create dynamic forms and collect payments with PayPal, avoiding high third-party fees. Staff can quickly adapt forms for different programs and schools. Data integrates with Salesforce and Google Sheets for easy reporting. The solution improved collaboration, boosted form conversions, and enabled fast form building with conditional logic.
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Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew, the solutions delivery specialist,... used Forms, Documents, and Sign to build workflows fast. The platform saved the finance team 40 minutes for each credit card application. SU Australia merged data from seven entities into one system. Event registration, payments, and requests are now all managed in Formstack.
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Formstack helped YMCA of Delaware automate contract workflows. They used Formstack Forms and Salesforce integration to manage member requests and... store data. The YMCA adopted Formstack across all 10 locations, collecting over 300,000 submissions. They added advanced security for HIPAA compliance and used Documents and Sign for contracts and childcare releases. This saved them $50,000 and hundreds of staff hours.
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Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew, the solutions delivery specialist,... used Forms, Documents, and Sign to build workflows fast. The platform saved the finance team 40 minutes for each credit card application. SU Australia merged data from seven entities into one system. Event registration, payments, and requests are now all managed in Formstack.
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Formstack helped YMCA of Delaware automate contract workflows. They used Formstack Forms and Salesforce integration to manage member requests and... store data. The YMCA adopted Formstack across all 10 locations, collecting over 300,000 submissions. They added advanced security for HIPAA compliance and used Documents and Sign for contracts and childcare releases. This saved them $50,000 and hundreds of staff hours.
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Formstack helped Lenderfit improve its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignature tools. This replaced... manual, paper-based workflows. The integration saved months of development time and reduced costs. Lenderfit's clients now manage 10 times more loan applications than before.
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Formstack helped Lenderfit improve its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignature tools. This replaced... manual, paper-based workflows. The integration saved months of development time and reduced costs. Lenderfit's clients now manage 10 times more loan applications than before.
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Formstack helped Brand Interactive Communications digitize nearly 20 paper-based loan applications for a large credit union. The challenge was slow,... in-person loan processing that took up to two weeks. Using Formstack Forms and Documents, they built a secure, digital workflow with conditional logic and automated notifications. The new process saved one hour per loan application, cut processing time from two weeks to a few days, and enabled pre-approvals within an hour. Data encryption improved security for all loan applications.
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Formstack helped Brand Interactive Communications digitize nearly 20 paper-based loan applications for a large credit union. The challenge was slow,... in-person loan processing that took up to two weeks. Using Formstack Forms and Documents, they built a secure, digital workflow with conditional logic and automated notifications. The new process saved one hour per loan application, cut processing time from two weeks to a few days, and enabled pre-approvals within an hour. Data encryption improved security for all loan applications.
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Formstack helped C2 Call Center and Crossroads Hospice collect healthcare data faster. Nurses needed quick, secure access to patient records... in the field. The team switched from paper and spreadsheets to Formstack’s HIPAA compliant online forms. This made it easier for call center staff and nurses to share and update patient information. Productivity for triage nurses improved with the new workflow.
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Formstack helped C2 Call Center and Crossroads Hospice collect healthcare data faster. Nurses needed quick, secure access to patient records... in the field. The team switched from paper and spreadsheets to Formstack’s HIPAA compliant online forms. This made it easier for call center staff and nurses to share and update patient information. Productivity for triage nurses improved with the new workflow.
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Formstack for Salesforce helped Pacers Sports & Entertainment automate ticket data collection. Before, account reps spent hours on manual data... pulls and entry. Now, ticket data goes straight into Salesforce from branded forms. Each rep saves five hours per week per event. Reps access customer data faster and give better service. Manual data entry is gone, and Salesforce updates happen automatically.
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Formstack for Salesforce helped Pacers Sports & Entertainment automate ticket data collection. Before, account reps spent hours on manual data... pulls and entry. Now, ticket data goes straight into Salesforce from branded forms. Each rep saves five hours per week per event. Reps access customer data faster and give better service. Manual data entry is gone, and Salesforce updates happen automatically.
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Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew used Forms, Documents, and... Sign to build nonprofit workflows. The platform saved the finance team 40 minutes per credit card application. SU Australia merged seven entities into one system. Event management, payment processing, and volunteer waivers now run through Formstack.
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Formstack for Salesforce helped Pacers Sports & Entertainment save five hours per week per event for each account rep. The team automated... ticket data collection, removing manual data entry. Customer data now flows directly into Salesforce. Account reps access ticket orders and RSVPs faster. This improved customer communication and data access. The solution optimized Salesforce workflows for ticket automation.
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Formstack helped Lenderfit speed up its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignatures to replace... manual, paper-based workflows. The integration saved months of development time and cut costs. Lenderfit's clients now manage 10x more loan applications. The platform supports SBA loans, COVID-19 relief, grants, and more. Features like conditional logic and file uploads made workflows easy to build.
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Formstack helped Indiana Health Group digitize patient onboarding. 90% of patients now complete forms online. The group needed a HIPAA-compliant... solution after their old tool became too costly. Formstack provided secure, easy-to-use online forms. This improved patient engagement and streamlined workflows for the healthcare provider.
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Formstack for Salesforce helped Central New Mexico Community College unify student data across many programs. CNM serves over 22,000 students... and needed a better way to track students joining different programs. Before, their data was spread across many systems. With Formstack for Salesforce, they made data collection for coding bootcamps simple. This helped them grow student programs and become more agile.
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Forms for Salesforce helped Tri Counties Bank launch a secure online PPP loan application in just one week. The bank automated... the process, integrated with Salesforce Financial Services Cloud, and eliminated manual data entry. They processed 2,908 loans totaling $436.7 million. The solution preserved over 25,000 jobs and created a single source of truth in Salesforce. The no-code platform saved time and improved efficiency for the bank.
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Formstack for Salesforce helped Simon Fraser University digitize student data collection. SFU replaced manual spreadsheet imports with digital forms, improving... student engagement and data security. The solution met FOIPPA compliance needs. Prefill features reduced repetitive questions for students. SFU eliminated manual data entry and consolidated software, saving money and boosting efficiency.
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Formstack integrates with WeInfuse to help Novella Infusion modernize patient consent. Patients now fill out intake and consent forms online... before appointments. Data goes straight into the WeInfuse platform. No more paper forms or manual scanning. Administrators save time and avoid lost paperwork. The process is easier for both staff and patients.
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Formstack helped Little Star ABA digitize their incident report forms, removing the need for physical storage. The team automated workflows... and improved data security, meeting HIPAA compliance. Formstack integrations, like SmartSheet, made data analysis easier and reduced human error. Staff saved time and focused more on patients and families. The solution increased operational efficiency and streamlined documentation.
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Formstack suite helped Formstack HR cut time on performance reviews. Caitlin used Forms and Docs to gather feedback with less... admin work. Antonio used Forms to build employee engagement surveys with conditional logic. The team streamlined workflows and made surveys easy to complete. They saw less overhead and better feedback from staff.
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Formstack Documents for Salesforce helped Enea AdaptiveMobile Security automate price quote and proposal creation. Before, staff spent 30-45 minutes on... each document using Word and Excel. Now, documents generate in 2-3 minutes with data pulled directly from Salesforce. This automation saves hundreds of staff hours. The process is now faster, more accurate, and less demanding.
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Formstack helped Carabiner Group deliver digital transformation for clients in many industries. The platform removed roadblocks to adopting new technology... and improved ROI. Carabiner Group used Formstack for its flexibility, Salesforce integration, and ability to reduce time spent on processes. Results included better customer service for small financial services firms, easier attribution for tech companies, and improved operations for collegiate athletics organizations. Formstack built trust between Carabiner Group consultants and their clients.
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Formstack helped Azusa Pacific University cut student background check processing time by one week. The university replaced a slow, manual... PDF process with an automated online form and workflow. Departments now get instant alerts and submit information faster. Formstack Documents creates a final PDF package automatically. The new process eliminated lost emails, reduced manual data entry, and improved job placement speed for students.
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Formstack helped AdventHealth recover from a data breach by providing secure, HIPAA compliant online forms. After a zero-day vulnerability exposed... patient data, AdventHealth needed a fast, safe replacement. The team used Formstack’s drag-and-drop form builder to quickly deploy over 400 secure forms. This solution supported their rebrand and improved data security. AdventHealth now protects patient information and maintains high-quality care.
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Formstack Platform helped SU Australia manage data for 8,500 volunteers and 500 events each year. Andrew used Forms, Documents, and... Sign to build nonprofit workflows. The platform saved the finance team 40 minutes per credit card application. SU Australia merged seven entities into one system. Event management, payment processing, and volunteer waivers now run through Formstack.
Show More..

Formstack for Salesforce helped Pacers Sports & Entertainment save five hours per week per event for each account rep. The team automated... ticket data collection, removing manual data entry. Customer data now flows directly into Salesforce. Account reps access ticket orders and RSVPs faster. This improved customer communication and data access. The solution optimized Salesforce workflows for ticket automation.
Show More..

Formstack helped Lenderfit speed up its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignatures to replace... manual, paper-based workflows. The integration saved months of development time and cut costs. Lenderfit's clients now manage 10x more loan applications. The platform supports SBA loans, COVID-19 relief, grants, and more. Features like conditional logic and file uploads made workflows easy to build.
Show More..

Formstack helped Indiana Health Group digitize patient onboarding. 90% of patients now complete forms online. The group needed a HIPAA-compliant... solution after their old tool became too costly. Formstack provided secure, easy-to-use online forms. This improved patient engagement and streamlined workflows for the healthcare provider.
Show More..

Formstack for Salesforce helped Central New Mexico Community College unify student data across many programs. CNM serves over 22,000 students... and needed a better way to track students joining different programs. Before, their data was spread across many systems. With Formstack for Salesforce, they made data collection for coding bootcamps simple. This helped them grow student programs and become more agile.
Show More..

Forms for Salesforce helped Tri Counties Bank launch a secure online PPP loan application in just one week. The bank automated... the process, integrated with Salesforce Financial Services Cloud, and eliminated manual data entry. They processed 2,908 loans totaling $436.7 million. The solution preserved over 25,000 jobs and created a single source of truth in Salesforce. The no-code platform saved time and improved efficiency for the bank.
Show More..

Formstack for Salesforce helped Simon Fraser University digitize student data collection. SFU replaced manual spreadsheet imports with digital forms, improving... student engagement and data security. The solution met FOIPPA compliance needs. Prefill features reduced repetitive questions for students. SFU eliminated manual data entry and consolidated software, saving money and boosting efficiency.
Show More..

Formstack integrates with WeInfuse to help Novella Infusion modernize patient consent. Patients now fill out intake and consent forms online... before appointments. Data goes straight into the WeInfuse platform. No more paper forms or manual scanning. Administrators save time and avoid lost paperwork. The process is easier for both staff and patients.
Show More..

Formstack helped Little Star ABA digitize their incident report forms, removing the need for physical storage. The team automated workflows... and improved data security, meeting HIPAA compliance. Formstack integrations, like SmartSheet, made data analysis easier and reduced human error. Staff saved time and focused more on patients and families. The solution increased operational efficiency and streamlined documentation.
Show More..

Formstack suite helped Formstack HR cut time on performance reviews. Caitlin used Forms and Docs to gather feedback with less... admin work. Antonio used Forms to build employee engagement surveys with conditional logic. The team streamlined workflows and made surveys easy to complete. They saw less overhead and better feedback from staff.
Show More..

Formstack Documents for Salesforce helped Enea AdaptiveMobile Security automate price quote and proposal creation. Before, staff spent 30-45 minutes on... each document using Word and Excel. Now, documents generate in 2-3 minutes with data pulled directly from Salesforce. This automation saves hundreds of staff hours. The process is now faster, more accurate, and less demanding.
Show More..

Formstack helped Carabiner Group deliver digital transformation for clients in many industries. The platform removed roadblocks to adopting new technology... and improved ROI. Carabiner Group used Formstack for its flexibility, Salesforce integration, and ability to reduce time spent on processes. Results included better customer service for small financial services firms, easier attribution for tech companies, and improved operations for collegiate athletics organizations. Formstack built trust between Carabiner Group consultants and their clients.
Show More..

Formstack helped Azusa Pacific University cut student background check processing time by one week. The university replaced a slow, manual... PDF process with an automated online form and workflow. Departments now get instant alerts and submit information faster. Formstack Documents creates a final PDF package automatically. The new process eliminated lost emails, reduced manual data entry, and improved job placement speed for students.
Show More..

Formstack helped AdventHealth recover from a data breach by providing secure, HIPAA compliant online forms. After a zero-day vulnerability exposed... patient data, AdventHealth needed a fast, safe replacement. The team used Formstack’s drag-and-drop form builder to quickly deploy over 400 secure forms. This solution supported their rebrand and improved data security. AdventHealth now protects patient information and maintains high-quality care.
Show More..