Latest Case Studies & Customer Success Stories with Formstack Forms

Formstack helped University of Houston digitize its donation process. The team replaced manual Excel sheets and paper signatures with online... forms, automated documents, and eSignatures. This new workflow eliminated manual data entry and improved data security with HIPAA, PCI, and GDPR compliance. The university reduced costs by consolidating software. Automated reminders and document routing removed process bottlenecks.
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Formstack helped eduWeb Digital Summit save 10 hours per week by streamlining their scholarship application process. They replaced multiple data... collection tools with Formstack's online forms and conditional logic. All data was stored securely and integrated with Trello and MailChimp. Admins eliminated data silos and improved communication with applicants. The applicant experience became more efficient and personalized.
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Formstack helped the University of Michigan automate its international visa letter request process. Before, staff handled requests manually, causing delays... and extra work. With Formstack, the university created an automated workflow for students to request visa letters. This change saved hundreds of staff hours and improved the experience for students and families. The solution supported the university's growing international enrollment and reduced manual labor.
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Formstack's UTM Tracking feature helped Lasell University save 20 hours per month by automating lead tracking for over 30 marketing campaigns. The marketing team... no longer creates separate landing pages for each campaign. All lead data now flows directly into their CRM. This improved efficiency and allowed better tracking from form submission to student enrollment. The university now has a standard process for capturing campaign data.
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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 the NJCAA automate student-athlete data entry and membership processes. The NJCAA moved from manual, paper-based workflows to digital... forms and e-signatures using Forms for Salesforce. In one year, they processed over 170,000 documents, up from 70,000 scholarships previously managed on paper. The sub-account feature let 500+ member colleges manage their own documents. This led to faster data collection, improved accuracy, and better productivity for the NJCAA and its members.
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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 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. The college used Formstack to simplify data collection for coding bootcamps and other student programs. This made their processes more agile and improved student program success. CNM can now manage student and community data more efficiently.
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Formstack Workflows helped St. John's University remove paper from student and university workflows. Kevin, the Director of Fiscal & Administrative... Affairs, led the switch to Formstack during the pandemic. The university moved key processes like major changes and leave applications online. After the update, 84% of students preferred the new digital process. The solution improved student access, digitized workflows, and made equipment tracking easier.
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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 cut costs by consolidating software.
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Formstack helped Augustana College replace 95% of paper forms with digital workflows. The registrar's office needed fast digital transformation during... the pandemic. Leslie and her team used Formstack to build nearly 400 forms for 500 employees. Automated approval workflows saved hours each week. The solution empowered staff and improved data collection across campus.
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Formstack helped Institute for Community Alliances collect confidential government data across 14 states. ICA used Forms, Documents, and Sign to... build secure workflows for over 4,000 users. The platform improved data quality and made complex forms easier with conditional logic. ICA created secure systems and empowered employees to solve data collection challenges. Departments now use Formstack to streamline processes and improve efficiency.
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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 and save $50,000. They use Formstack Forms, Documents, and Sign across 10... locations. The platform integrates with Salesforce to manage membership and childcare contracts. Staff save hundreds of hours with automated processes. Formstack's easy tools support HIPAA compliance and improve customer experience.
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Formstack and Salesforce helped Red Tab Foundation centralize data management. The nonprofit had two separate databases and struggled with manual... data imports and exports. They needed a single system to handle both programming and fundraising data. By using Salesforce and Formstack's native forms, they automated workflows and improved data visibility. Staff now save time and reduce errors with one integrated platform.
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Formstack helped LoveYourBrain automate course registration for its yoga program. The team replaced manual Google forms and spreadsheets with Formstack... and Salesforce. This change cut manual work and made it easier to track applicants. LoveYourBrain increased program offerings by 140% in one quarter. The new system improved data management and communication with applicants.
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Formstack helped Little Star ABA digitize their incident report process, removing the need for physical storage and improving data security. The team used... Formstack's workflow automation and integrations, like SmartSheet, to reduce human error and make data analysis easier. HIPAA compliance was a key benefit. Staff saved significant time and now focus more on patients and families. Formstack's no-code forms and document automation improved operational efficiency.
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Formstack helped InHouse Physicians save over $100,000 by streamlining healthcare workflows. The platform's Forms, Documents, and Sign tools made it... easy to collect and manage protected health information. InHouse Physicians improved patient experiences with digital forms and fast test results. The solution replaced complex electronic medical records with a secure, HIPAA-friendly system. Operations became more efficient and cost-effective for their healthcare services.
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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 credit union. The new process used Forms,... Documents, and Conditional Logic to show only relevant questions and automate notifications. Loan officers now save one hour per application. Loan processing time dropped from two weeks to a few days. Pre-approvals happen within an hour, and all data is encrypted for security.
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Formstack helped Denamico automate document generation and eSigning for NDAs. Denamico used Formstack to build workflows that integrate with HubSpot.... This automation saved their clients 40 hours of admin work per week. The solution also improved HIPAA compliance and made processes more secure. Employees now use easy tools to automate tasks and optimize HubSpot data flows.
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Formstack's HIPAA compliant form builder helped C2 Call Center and Crossroads Hospice improve healthcare data collection. Nurses needed fast, secure... access to patient records in the field. The team moved from paper and spreadsheets to Formstack's online forms after Adobe FormsCentral was retired. Formstack enabled call center operators and triage nurses to work in the same workspace. This change increased productivity and made data management easier for healthcare staff.
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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 community hospital digitize its school certification process. The hospital replaced paper forms with web-based forms and... added e-signature features. Data now goes directly into Salesforce, removing manual entry and errors. Automated alerts notify schools when certifications expire. The new process increased speed and efficiency, and reduced manual work.
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Formstack helped YETI save $60–80K a year by removing the need for a full-time developer. YETI used Formstack's online form... builder to fix data management issues after moving to Magento. The tool made customer support faster, cutting two minutes from each of 3,000+ monthly support tickets. This saved at least 100 hours every month. YETI improved productivity for its customer service and sales teams with Formstack.
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Formstack Forms helped YETI save $60–80K per year by removing the need for a full-time developer. YETI used Formstack to... embed online forms on its Magento website. This improved data collection for dealer applications, warranty issues, and marketing activities. The solution also saved 100 hours each month by streamlining customer support workflows. YETI boosted productivity for its customer service and sales teams with Formstack's no-code form builder.
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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 WCG Inc. replace cumbersome PDFs with secure online forms. WCG Inc. needed a simple way to collect sensitive... client data like social security numbers and banking information. Formstack's drag-and-drop builder and data encryption features met their needs. The Professional Services team helped launch 25 forms quickly, using conditional logic. WCG now manages all client intake, tax data collection, and HR workflows through Formstack.
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Formstack helped America’s Christian Credit Union cut 26 days from their membership onboarding process. Megan, a senior corporate banking specialist,... used Formstack to build a digital onboarding system. The new process reduced account opening time from 28 days to just two days. The credit union eliminated paper, wet signatures, and mail from workflows. This improved efficiency and created a seamless experience for new members.
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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 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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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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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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