--- title: "Formaloo Integration" description: "Formaloo is a no-code form builder and customer data platform. Agents build forms and fields, read and write submissions, organize boards and folders, run email and WhatsApp campaigns, generate PDFs, and react the moment a form is submitted, edited or paid." url: https://flowrunner.ai/integrations/formaloo date_modified: 2026-09-04T19:20:34-07:00 --- # Formaloo [Forms](https://flowrunner.ai/integrations/category/documents-forms) Formaloo is a no-code form builder and customer data platform. Agents build forms and fields, read and write submissions, organize boards and folders, run email and WhatsApp campaigns, generate PDFs, and react the moment a form is submitted, edited or paid. 1 trigger · 133 actions · Session · available [Formaloo website](https://formaloo.me/) · [Platform Documentation](https://formaloo.me/) · Capability data verified 2026-08-26 1. On Form Event fires the moment a submission arrives, is edited or is paid 2. Get Submission reads the answers keyed by field title so a person can read them 3. Field filters look for an existing customer record and a duplicate submission 4. Create Row Tag writes the triage decision onto the row so later queries can use it 5. Generate Submission PDF renders the receipt from a PDF template 6. A summary and the PDF link post to the owning channel 7. The owner confirms the classification before the record joins a campaign audience ## What This Integration Enables Most form tools hand you a spreadsheet and wish you luck. Formaloo keeps going: the answers become a customer data set, the data set becomes a board that people log into, and the same platform sends the email and WhatsApp campaigns that go back out to the audience the form collected. That is a genuinely different commitment, and it makes the form schema live infrastructure rather than a document. A field is not just a question, it is a column other things read. FlowRunner agents work every layer of that. They build forms and fields from a schema your own system owns, read and write submissions with filters against any field, render PDFs, drive recurring submissions for repeating checklists, and administer workspaces, seats and teams. Because the platform can also send to customers, the [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) steps here sit at two boundaries: anything that reaches an audience, and anything that changes a form people have already answered. ### Without FlowRunner **Responses stop at the export**: A form collects answers, then someone downloads a spreadsheet to do anything with them **The audience is rebuilt every send**: Contacts collected by a form are copied into another tool before a campaign can reach them **Schema changes are done nervously**: Nobody edits a live form's fields mid-campaign, because it is unclear what happens to existing answers ### With FlowRunner **Responses move on arrival**: Each submission is read, classified, tagged and routed as it lands **The audience lives where it was collected**: Campaigns are drafted against the data the form already holds, with the send held for review **Schema changes are checked before they run**: Compatibility is read first, and anything that would discard collected answers stops for a person ## Use Case Scenarios ### Every submission lands in the CRM with its receipt attached On Form Event fires for a new submission. The agent calls Get Submission and reads the answers in their readable form, then upserts the respondent in [HubSpot](https://flowrunner.ai/integrations/hubspot) using the email answer as the key. Generate Submission PDF renders the intake form from a PDF template, and the link goes onto the contact record so sales sees the completed document without leaving the CRM. Create Row Tag marks the row as processed, which narrows every later List Form Submissions call and makes a re-run cheap. ### The response inbox that triages itself into the right channel A single intake form takes bug reports, refund requests and sales inquiries. The agent reads each submission, decides which of the three it is, and posts a summary to the matching channel in [Slack](https://flowrunner.ai/integrations/slack). It writes the outcome back with Create Row Tag and Update Submission so the row carries its own triage label. Where the answer is a lead, the record is added to a draft campaign built with Create Campaign against an email template, but Send Immediately stays off until the campaign owner has read the draft. Overnight, List Form Submissions with a date window appends the day's rows to [Google Sheets](https://flowrunner.ai/integrations/google-sheets) alongside Get Form Statistics and Get Workspace Usage, so the plan limit is visible before it is hit. ### A field type has to change on a form that is already collecting Someone built a free text field for a value that should have been a number, and reporting has been broken ever since. The agent prepares the migration: Get Field reads the current definition, Get Field Type Compatibility reports whether the new type can carry the existing answers, and List Form Submissions samples what is actually in that column. Then it stops and puts the choice in front of the form owner, because the version of this change that cleans up the column is also the version that erases what respondents already sent. ## Human-in-Loop Highlight Change Field Type has an option that discards every answer already submitted for that field. Not archives, discards, on a form that respondents have been filling in for months. Formaloo ships Get Field Type Compatibility precisely because the two type systems do not always line up, and there is no restore action anywhere in this connector to undo the loss. So the migration agent does the whole preparation and then asks: "Field Estimated Value on the Supplier Intake form is short text with 2,140 answers. Changing it to number keeps 1,986 of them and cannot convert 154, which are entries like 'about 40k'. Convert and keep the incompatible answers as they are, or convert with Remove Old Data and lose them?" The form owner answers, and the agent runs exactly the version they chose. Reading the column, testing compatibility and counting the casualties is work a person should never do by hand. Deciding that a hundred and fifty four customer answers stop existing is not the agent's call. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 133 actions ### Forms 14 - **List Forms** Lists the forms in the workspace with their slugs and metadata. - **Get Form** Reads one form's configuration. Also the poll target after an asynchronous export, because the finished file appears on the form record. - **Create Form** Creates a form, which is how a schema owned by your own system becomes a live Formaloo form. - **Update Form** Updates a form. Turning Active off is the way to stop accepting responses without deleting anything. - **Delete Form** Permanently deletes a form and the submissions collected against it. - **Copy Form** Duplicates a form, the safe way to version one that is already collecting. - **Get Form Statistics** Reads submission counts and activity for a form, the figure behind a digest or a plan usage warning. - **Get Form Fields** Lists a form's fields with their slugs. The first call in almost every write flow, because answers are keyed by field slug rather than by label. - **Export Form To Excel** Exports a form's submissions. A large form returns immediately with an async flag, and the file lands on the form record rather than in the response. - **Create Form UTM Link** Builds a tracked link to a form, so campaign attribution survives the click. - **Import Form From URL** Imports a form from a URL. Queues background work rather than returning a finished form. - **Generate Form From Prompt** Generates a form from a written description. Also asynchronous, and worth reviewing before it collects anything real. - **Get Public Form** Reads a form through its public route, which is what an embedded or client portal experience needs. - **Get Public Form By Address** Reads a public form by its address rather than its identifier. ### Fields 8 - **Create Field** Adds a field to a form. - **Get Field** Reads one field's definition, including its type and slug. - **Update Field** Updates a field's label, settings or validation. - **Change Field Type** Changes a field's type. With Remove Old Data on, every answer already submitted for that field is discarded. The operation this page's human gate exists for. - **Get Field Type Compatibility** Reports whether existing answers survive a type change. The check to run before any migration, and the evidence a person needs to decide. - **Delete Field** Permanently deletes a field and the answers collected in it. - **List Field Choices** Lists a choice field's options with their slugs. Answers are submitted as choice slugs rather than visible labels, so this is the resolver between the two. - **List Global Fields** Lists the fields shared across the workspace. ### Submissions 17 - **List Form Submissions** Lists a form's submissions with filtering on any field slug, using operator suffixes for contains, not equal and range comparisons. Keys that match no field are silently ignored, so verify a filter against Get Form Fields rather than trusting an empty result. - **Create Submission** Creates a submission as the connected account. The back office write, for records that originate in another system. - **Submit Public Form** Submits through the public display route with only the API key. The write for anonymous, embedded and client portal submissions. - **List All Submissions** Lists submissions across the workspace rather than one form. - **List Assigned Submissions** Lists submissions assigned to the connected account, which is how a queue of work in progress is read. - **Get Submission** Reads one submission. The payload carries raw values for follow up calls, plus title keyed and display versions for summarizing to a person. - **Get Submission By Submit Code** Reads a submission by the code the respondent received, which is how a support flow finds the record a customer is asking about. - **Update Submission** Updates a submission's answers. This fires the submission updated event, so a flow that both listens for updates and writes back to the same form needs a guard against looping. - **Delete Submission** Permanently deletes one submission and its answers. - **Bulk Delete Submissions** Permanently deletes many submissions at once. Irreversible, and the action a retention policy should run only against a reviewed selection. - **Generate Submission PDF** Renders a submission to PDF from a template. Queues background work, so poll rather than expecting the file inline. - **List Submission PDFs** Lists the PDFs already generated for a submission. - **Toggle Submission Vote** Toggles a vote on a submission, used where responses are ranked or prioritized by a group. - **List Row Tags** Lists the tags applied to submission rows. - **Create Row Tag** Tags a row, which is how an agent's triage decision becomes a filter other flows can query. - **Update Row Tag** Updates a row tag. - **Delete Row Tag** Removes a row tag. ### Boards 12 - **List Boards** Lists the boards, which are the apps and portals built on top of collected data. - **Get Board** Reads one board's configuration. - **Create Board** Creates a board. - **Update Board** Updates a board. Refreshing the share address invalidates every link shared so far, so treat that option as a revocation rather than a setting. - **Delete Board** Deletes a board. - **Duplicate Board** Copies a board, the safe way to test a change to a portal people are using. - **Transfer Board** Transfers a board to another workspace or owner. - **List Board Blocks** Lists the blocks that make up a board. - **Get Board Block Content** Reads the content of one block, which is how a flow reads what a portal is currently showing. - **Delete Board Block** Removes a block from a board. - **List Board Forms** Lists the forms attached to a board. - **Search Dashboard** Searches across the workspace dashboard, the resolver when a flow has a name rather than an identifier. ### Organization 15 - **List Folders** Lists the folders that organize forms and boards. - **Get Folder** Reads one folder. - **Get Folder Breadcrumb** Reads a folder's path, which is how a flow reports where something lives rather than just that it exists. - **Create Folder** Creates a folder. - **Update Folder** Updates a folder. - **Delete Folder** Deletes a folder along with the forms, boards and subfolders filed inside it. Considerably heavier than it sounds. - **List Tags** Lists workspace tags. - **Create Tag** Creates a tag. - **Update Tag** Updates a tag. - **Delete Tag** Deletes a tag. - **List Themes** Lists the themes that style forms and boards. - **Create Theme** Creates a theme, which is how brand rules held elsewhere become the look of a public form. - **Update Theme** Updates a theme. - **Copy Theme** Duplicates a theme. - **Delete Theme** Deletes a theme. ### Email 15 - **List Email Templates** Lists the email templates available to campaigns. - **Get Email Template** Reads one template. - **Create Email Template** Creates an email template. - **Update Email Template** Updates a template. - **Delete Email Template** Deletes a template. - **Copy Email Template** Duplicates a template. - **Send Email Template Test** Sends a test of a template to a named address. The proof step before anything reaches an audience. - **List Email Servers** Lists the configured sending servers, so a flow can confirm a campaign has a route out before drafting it. - **List Campaigns** Lists email campaigns and their lifecycle state. - **Get Campaign** Reads one campaign. - **Create Campaign** Creates a campaign as a draft. Send Immediately is what releases it, so leave it off while a flow is still assembling the audience. - **Update Campaign** Updates a campaign. Only drafts can be updated, which is the platform's own way of saying a send is final. - **Copy Campaign** Duplicates a campaign, the only way to base a new send on one that has already completed. - **Send Campaign Test** Sends a test of the campaign to a named recipient. - **Delete Campaign** Deletes a campaign. Only drafts can be deleted. ### WhatsApp 12 - **Get WhatsApp Sender** Reads the sender's state, including whether it can currently send and why not. The check to run before starting a campaign. - **List WhatsApp Templates** Lists WhatsApp templates and their approval state. - **Get WhatsApp Template** Reads one template. - **Create WhatsApp Template** Creates a template. It cannot send until WhatsApp itself approves it. - **Submit WhatsApp Template For Approval** Submits a template to WhatsApp for approval. - **Get WhatsApp Template Approval Status** Polls approval, and carries the rejection reason when approval fails, so a flow can report why rather than just that it did not work. - **Delete WhatsApp Template** Deletes a template. - **List WhatsApp Campaigns** Lists WhatsApp campaigns and their state. - **Get WhatsApp Campaign** Reads one campaign. - **Create WhatsApp Campaign** Creates a WhatsApp campaign as a draft against an approved template. - **Update WhatsApp Campaign** Updates a campaign while it is still a draft. - **Delete WhatsApp Campaign** Deletes a draft campaign. ### PDF Templates 6 - **List PDF Templates** Lists the templates used to render submissions as documents. - **Get PDF Template** Reads one template. - **Create PDF Template** Creates a PDF template, which is how a receipt, certificate or signed intake form gets its layout. - **Update PDF Template** Updates a template. Documents already generated keep the layout they were rendered with. - **Copy PDF Template** Duplicates a template. - **Delete PDF Template** Deletes a template. ### Workflows and Recurring Submissions 13 - **List Workflows** Lists the workflows configured inside Formaloo. - **Get Workflow** Reads one workflow. - **Get Workflow Diagram** Reads a workflow's diagram, which is the readable form when a person has to review what it does. - **Create Workflow** Creates a workflow. - **Update Workflow** Updates a workflow. - **Validate Workflow Blueprint** Validates a blueprint before it is saved, so a broken definition is caught rather than deployed. - **List Workflow Versions** Lists a workflow's versions. - **Restore Workflow Version** Restores an earlier version, the undo that workflow editing does have. - **Delete Workflow** Deletes a workflow. - **List Recurring Submissions** Lists the recurring submissions that drive repeating checklists, shift reports and periodic surveys. - **Get Recurring Submission** Reads one recurring submission's schedule and target form. - **Create Recurring Submission** Schedules a repeating submission. - **Update Recurring Submission** Updates a schedule. ### Files 1 - **Upload File** Uploads a file for use in a form, a submission or a template. ### Workspaces 13 - **List Workspaces** Lists the workspaces the credential can reach, with both identifiers the platform uses. - **Get Workspace** Reads one workspace. - **Get Workspace Usage** Reads plan usage. The figure behind a warning that submission volume is approaching a limit, before a form starts refusing responses. - **List Workspace Members** Lists members and their roles. The read behind an access review. - **Update Workspace Member** Changes a member's role or permissions. - **Remove Workspace Member** Removes a member from the workspace. - **List Workspace Invitations** Lists outstanding invitations. - **Invite Workspace Member** Invites someone into the workspace, the joiner half of a seat sync. - **Revoke Workspace Invitation** Withdraws an invitation that has not been accepted. - **List Workspace Teams** Lists teams in the workspace. - **Create Workspace Team** Creates a team. - **Delete Workspace Team** Deletes a team. - **Get Profile** Reads the connected account's profile. ### Webhooks 7 - **List Form Webhooks** Lists the webhooks registered on a form, including any this connector's trigger did not create. - **Get Form Webhook** Reads one webhook's configuration. - **Create Form Webhook** Registers a webhook on a form, for delivery to a receiver outside FlowRunner. - **Update Form Webhook** Updates a webhook. - **Delete Form Webhook** Removes a webhook. - **Send Form Webhook Test** Queues a test delivery. It confirms the queue accepted the request, not that the receiver got it, so check the receiver's own logs. - **Get Form Webhook Sample Data** Returns a sample delivery payload, which is the cheapest way to build and test a flow before a real submission arrives. ## Triggers 1 triggers ### Event Triggers 1 - **On Form Event** Registers a Formaloo webhook on a chosen form and removes it when the trigger is removed, firing on a new submission, a submission update, or a completed payment. Deliveries carry the answers in raw, title keyed and display forms, so a flow can act on values and summarize for a person from the same event. Setting the connection's webhook secret makes the trigger verify a shared secret header on every delivery and fail closed if it is missing, which is worth doing because the alternative is accepting whatever arrives at a known URL. Note that Update Submission fires the submission updated event, so a flow that both listens for updates and writes back to the same form needs a guard against looping. ## Frequently Asked Questions ### What can FlowRunner do with Formaloo? FlowRunner agents can run List Forms, Get Form, and Create Form in Formaloo, plus 130 more actions. ### Does connecting Formaloo to FlowRunner require OAuth? No. Formaloo connects to FlowRunner with session-based authentication, no OAuth flow required. ### Can Formaloo trigger a FlowRunner workflow automatically? Yes. Formaloo supports 1 trigger that can start a FlowRunner workflow automatically. **Work at Formaloo?** This integration exposes Formaloo to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/formaloo. 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