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Integrate Formsite with your AI CRM

Formsite helps users create online forms and surveys with drag-and-drop tools, secure data capture, and integrations to simplify workflows

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Explore Triggers and Actions

Get Form Details

This tool retrieves detailed information about a specific form in Formsite. It provides comprehensive details including the form's internal description, directory identifier, name, publishing information (embed code and form link), current state (e.g., "open"), and statistics (file size and number of results). **Important**: If the connection's base_url doesn't include the user directory, you must provide the 'user_dir' parameter. Find this in your Formsite form URLs (e.g., if URL is https://fs8.formsite.com/user123/forms/abc, user_dir is 'user123') or in Settings -> Integrations -> Formsite API.

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Get Form Items

Retrieves all items (questions) for a specific form using the Formsite API. This action returns detailed information about each form item including: - Item ID (unique identifier for the form question) - Position (sequential order in the form) - Label (the question text) - Children (optional, for Matrix and Multi Scale items with sub-items) The item data can be used to label results data by matching item IDs from this action to item IDs from the Get Form Results action. **Important**: If the connection's base_url doesn't include the user directory, you must provide the 'user_dir' parameter. Find this in your Formsite form URLs (e.g., if URL is https://fs8.formsite.com/user123/forms/abc, user_dir is 'user123') or in Settings -> Integrations -> Formsite API.

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Get Form Results

This tool retrieves form results from a specified FormSite form. It uses the GET https://{server}.formsite.com/api/v2/{user_dir}/forms/{form_id}/results endpoint to fetch results, handling required parameters such as form_id, user_dir, limit, page, and sort direction. **Important**: If the connection's base_url doesn't include the user directory, you must provide the 'user_dir' parameter. Find this in your Formsite form URLs (e.g., if URL is https://fs8.formsite.com/user123/forms/abc, user_dir is 'user123') or in Settings -> Integrations -> Formsite API.

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Get Form Webhooks

Retrieves all webhooks configured for a specific form in FormSite. This action returns webhook configurations including URL, event type (e.g., 'result_completed'), and optional handshake_key for security. Webhooks notify external URLs when form events occur. **Important**: If the connection's base_url doesn't include the user directory, you must provide the 'user_dir' parameter. Find this in your Formsite form URLs (e.g., if URL is https://fs8.formsite.com/user123/forms/abc, user_dir is 'user123') or in Settings -> Integrations -> Formsite API.

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List All Forms

Retrieves a list of all forms in the user's Formsite account. This action returns detailed information about each form including: - Form directory (identifier for accessing the form via API) - Form name (the display name of the form) - Description (optional internal description) - Publish information (embed code and public link) - State (open/closed status) - Statistics (file storage size and results count) The form directory returned by this action can be used with other Formsite actions like Get Form Details, Get Form Items, and Get Form Results. **Important**: If the connection's base_url doesn't include the user directory, you must provide the 'user_dir' parameter. Find this in your Formsite form URLs (e.g., if URL is https://fs8.formsite.com/user123/forms/abc, user_dir is 'user123') or in Settings -> Integrations -> Formsite API.

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How the Formsite integration works

The Formsite integration connects your Dench AI CRM directly to Formsite, so agents can read and act on your Formsite data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

5 actions are available for agents to invoke on your behalf. Every call runs through Formsite's own authorization, scoped to the account you connect.

Set up Formsite in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Formsite and click Connect — you'll authorize access through Formsite's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Formsite in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Formsite integration work with Dench?

The Dench Formsite integration connects your AI CRM to Formsite, so AI agents can work with your Formsite data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Formsite via Dench?

The Formsite integration currently exposes 5 actions, including Get Form Details, Get Form Items, Get Form Results, Get Form Webhooks, and List All Forms. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Formsite to Dench?

No. You connect Formsite from your Dench workspace using Formsite's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Formsite integration secure?

Connections are authorized through Formsite's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Formsite connection from your workspace settings at any time.