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Connect Formstack Documents to Smartsheet like Magic

How to Use Magical to Transfer Data from Formstack Documents to Smartsheet
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Transfer Data from Formstack Documents to Smartsheet: A Step-by-Step Guide

With Magical, you can transfer data from Formstack Documents to Smartsheet in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Formstack Documents to Smartsheet, helping you streamline your data management and optimize your workflow processes.

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What Formstack Documents data can you transfer

Magical enables you to transfer a wide array of data from Formstack Documents to Smartsheet. Here are some examples of the information you can extract:

Document Name
Creation Date
Last Modified
Owner
And move more types of information by creating your own custom labels.

How to Transfer data from Formstack Documents to Smartsheet using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Formstack Documents to Smartsheet for more efficient data management. Follow these steps:

  1. Sign in to your Formstack Documents account and open the document containing the data you want to transfer.
  2. In Formstack Documents, label the information you want to transfer with Magical, like Document Name, Creation Date, or Last Modified.
  3. Sign in to your Smartsheet account and open the sheet where you want to add the Formstack Documents data.
  4. Type "//" in an empty field and select the information you want to transfer from Formstack Documents such as Document Name, Creation Date, etc.
  5. The next time you fill out a sheet, Magical will automatically transfer all the fields into the form with one click.

About Formstack Documents and Smartsheet

Efficient data management is crucial to maintaining smooth operations. Formstack Documents is a powerful document generation solution and Smartsheet is a robust project management tool. Combining the capabilities of these two platforms can significantly enhance your workflow. By leveraging Magical, you can easily move information from Formstack Documents to Smartsheet, allowing you to focus on managing your projects and improving your productivity.

Other ways to connect Formstack Documents and Smartsheet

Using Zapier

Zapier provides a seamless connection between Formstack Documents and Smartsheet, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Formstack Documents and Smartsheet is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time data insights, fostering improved communication and a superior workflow experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Formstack Documents and transfer data directly to Smartsheet. The extension is designed to simplify the process of data collection by automating the extraction of information from Formstack Documents. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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