Formstack Connection Guide for Pabbly Connect
This document outlines the two primary methods for securely connecting your Formstack account to Pabbly Connect, allowing you to choose the authentication method that best suits your workflow needs.Case 1: Connecting via OAuth Application (Client ID & Client Secret) - FormStack
Case 2: Connecting via Personal Access Token (PAT) - Formstack (V2025)
Prerequisites
- An active Formstack Account.
- An active Pabbly Connect Account.
Case 1: Connecting via OAuth Application (Client ID & Client Secret)
This method is highly secure and recommended for connections that need specific permissions management.Step 1: Access the Formstack API Settings
- Log in to your Formstack account.
- Navigate to the API settings page.
- In the left-hand menu, ensure the API section is selected.
Step 2: Create a New Application
- In the Formstack API v2 applications section, locate and click the "Create new application" button on the far right.
Step 3: Configure Application Details and Redirect URI
You will be prompted to set up the application details and the necessary security callback URL.- Enter the following details:
- Application Name: Enter a descriptive name, such as Pabbly Connect Integration.
- For the Redirect URL field, you must paste the exact URL provided by Pabbly Connect.
- Note: This URL is essential for the secure authorization flow.
- Pabbly Connect Redirect URL: https://connect.pabbly.com/callback-url
- Description (Optional): Add a short explanation (e.g., Pabbly Connect is a no-code automation and integration tool...).
Important Note: As soon as you finish filling out the fields and navigate away or click a save/update option, the application details are auto-saved by Formstack.
Step 4: Retrieve the Client ID and Client Secret
After saving the application details, you must navigate back to the API list and select the application to view the generated credentials.- Navigate back to the main API section. Your newly created application will now be listed under Formstack API v2 applications.
- Click on the application name in the list.
- This action will lead you to a new page displaying the generated security keys:
Client ID: The public identifier.
Client Secret: The private, highly sensitive key. - Copy both the Client ID and the Client Secret.
Step 5: Finalize the Connection in Pabbly Connect
- Return to your Pabbly Connect workflow.
- In the Formstack connection window, paste the copied values into the corresponding fields: Client ID and Client Secret.
- Click Save button to complete the authorization.
Case 2: Connecting via Personal Access Token (PAT)
This method is simpler and involves generating a single token that Pabbly Connect uses to access your account data directly.Step 1: Enable Personal Access Tokens
- In your Formstack account, look in the left-hand navigation menu under the ACCOUNT section.
- Click the Access Tokens section.
- If this feature is not yet active, click the "Enable for my account" button.
Step 2: Generate the Token
- On the Personal access tokens page, click the "Generate token" button (usually in the top right).
- A pop-up window will appear. Fill in the following details:
- Name: Enter a clear name for the token (e.g., Pabbly Connect).
- Description (Optional): Add a short explanation (e.g., Pabbly Connect is an automation and integration platform.).
- Click on Generate token button.
Step 3: Retrieve and Copy the Token
- A new pop-up will display the generated Personal Access Token.
- Copy this token immediately and securely. Formstack explicitly states: "We don't store your token for security reasons. Make sure you copy and save it securely before closing this message, as you won't be able to access it again."
- Click Copy token.
Step 4: Finalize the Connection in Pabbly Connect
- Return to your Pabbly Connect workflow and choose the Personal Access Token connection method for Formstack.
- Paste the single copied token into the required field.
- Click Save button to establish the connection.
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