Formstack

Finseo connects to Formstack via native webhooks. You add a webhook integration in your Formstack form settings that fires on submission. Formstack sends a JSON POST with field IDs and values. Finseo maps the attribution field via the Field Mapping settings and categorizes the source.

1. 01

   Enterprise lead form attribution

   For Fortune 500 and large mid market teams using Formstack for lead capture, add AI attribution without violating compliance or security policies.

2. 02

   Healthcare and finance compliance

   Formstack is HIPAA and SOC 2 friendly. The Finseo integration uses HTTPS and HMAC signatures, maintaining security postures for regulated industries.

3. 03

   Survey and research forms

   Capture AI source alongside survey responses for market research, customer satisfaction, and product feedback.

4. 04

   Event registrations

   For enterprise events using Formstack for registration, attribute attendance to AI search sources.

5. 05

   Government and education

   For public sector and higher ed teams using Formstack, AI attribution adds context to grant applications, admissions, and citizen requests.

Formstack is the form platform of choice for enterprise teams in regulated industries (healthcare, finance, government, education). These teams typically need attribution data but also strict security and compliance. The Finseo Formstack integration handles both: webhook attribution that respects HIPAA, SOC 2, and GDPR requirements, with HMAC signature verification for tamper resistance.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the Formstack integration card to reveal your project webhook URL.

2. 02

   Open Formstack form settings

   In Formstack, go to your form, then Settings, then Integrations, then Webhooks.

3. 03

   Add the Finseo webhook

   Paste your Finseo webhook URL as the endpoint. Optionally configure an HMAC signing key for security.

4. 04

   Configure field mapping

   In Finseo Attribution settings, set the field mapping to match your Formstack field for "How did you find us?".

5. 05

   Test and activate

   Submit a test response. Check your Finseo Attribution dashboard within 10 seconds.

How does Finseo connect to Formstack?

Via Formstack native webhooks. You add a webhook integration in Form Settings, then Integrations. Formstack POSTs form data as JSON to Finseo on every submission. HMAC signature verification is supported for tamper resistance.

Via Formstack native webhooks. You add a webhook integration in Form Settings, then Integrations. Formstack POSTs form data as JSON to Finseo on every submission. HMAC signature verification is supported for tamper resistance.

What Formstack plan do I need?

Webhook integrations are available on Formstack Pro, Premier, and Enterprise plans. The free trial includes webhook access. Starter plans do not include the webhook integration. If you are on Starter, use Zapier as a bridge to send Formstack data to the Finseo API.

Webhook integrations are available on Formstack Pro, Premier, and Enterprise plans. The free trial includes webhook access. Starter plans do not include the webhook integration. If you are on Starter, use Zapier as a bridge to send Formstack data to the Finseo API.

Is this HIPAA compatible?

Formstack offers HIPAA compliant plans for healthcare teams. The Finseo webhook uses HTTPS for transport security and supports HMAC signing for payload integrity. Discuss BAA requirements with both vendors before deploying in HIPAA environments.

Formstack offers HIPAA compliant plans for healthcare teams. The Finseo webhook uses HTTPS for transport security and supports HMAC signing for payload integrity. Discuss BAA requirements with both vendors before deploying in HIPAA environments.

How do I configure field mapping?

Formstack sends field IDs (numeric) rather than field names in the webhook payload. In Finseo, go to Attribution Settings, then Field Mapping. Set the path to your attribution field (e.g. "rawRequest.field_12345"). Finseo extracts the value and categorizes it.

Formstack sends field IDs (numeric) rather than field names in the webhook payload. In Finseo, go to Attribution Settings, then Field Mapping. Set the path to your attribution field (e.g. "rawRequest.field_12345"). Finseo extracts the value and categorizes it.

Can I sign webhooks for security?

Yes. Formstack supports HMAC signing on webhooks. Configure a signing key in the Formstack webhook settings, then add the same key in Finseo Attribution Settings. Finseo verifies every payload signature and rejects tampered requests.

Yes. Formstack supports HMAC signing on webhooks. Configure a signing key in the Formstack webhook settings, then add the same key in Finseo Attribution Settings. Finseo verifies every payload signature and rejects tampered requests.

Does this work with Formstack Documents and Sign?

The integration is for Formstack Forms (the form builder). Formstack Documents (document automation) and Formstack Sign (e-signature) are separate products. They have their own webhook systems but are not currently integrated with Finseo.

The integration is for Formstack Forms (the form builder). Formstack Documents (document automation) and Formstack Sign (e-signature) are separate products. They have their own webhook systems but are not currently integrated with Finseo.

Is the integration real time?

Yes. Formstack fires webhooks within 1 to 3 seconds of submission. Finseo processes and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Yes. Formstack fires webhooks within 1 to 3 seconds of submission. Finseo processes and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

What about Formstack Salesforce App?

If you use the Formstack Salesforce App to push form data into Salesforce, you can attribute via the Finseo Salesforce integration on the Lead or Contact record. Or use the direct Formstack webhook for faster, simpler attribution. Both approaches work.

If you use the Formstack Salesforce App to push form data into Salesforce, you can attribute via the Finseo Salesforce integration on the Lead or Contact record. Or use the direct Formstack webhook for faster, simpler attribution. Both approaches work.