Guides — formbase Docs

Guides

One job in one tool, click by click. The reference pages explain what each feature is; a guide shows how to set it up.

Each guide was walked through in the real tool against a test workspace, and shows the day it was last checked. When a step needs the details of a payload or a setting, the guide links to the reference page instead of repeating it.

Zapier

The formbase app for Zapier listens for submissions and request outcomes, and creates, finds, reminds and cancels requests. Start with connecting your workspace; every other guide assumes it is done.

Connect formbase to ZapierSign in, pick the workspace, and see your forms in Zapier.Send public link submissions to another appNew, edited or abandoned submissions to email, Sheets, Slack or a CRM.Send a request from a ZapAssign a form to one recipient, prefilled and with locked fields.Act on a request's outcomeRun the next step when a recipient approves, declines or asks for changes.Look up, remind and cancel requestsLook a request up by your own ID and act on it.

n8n

The formbase community node for self-hosted n8n does the same as the Zapier app: it listens for submissions and request outcomes, and creates, finds, reminds and cancels requests. It can also pause a workflow until the recipient answers. Start with installing the node.

Install the formbase node in n8nGive n8n a public HTTPS address and install the community node.Connect formbase to n8nCreate the credential, sign in, and pick the workspace.Start an n8n workflow from public link submissionsNew, edited or abandoned submissions into the next node.Send a request from an n8n workflowAssign a form to one recipient, prefilled and with locked fields.Act on a request's outcome in n8nBranch on the verdict, from a trigger or by waiting in the same workflow.Look up, remind and cancel requests in n8nLook a request up by your own ID and act on it.

AI agents

Claude, ChatGPT, Cursor and other AI tools reach formbase over MCP. Once connected, an agent builds and publishes forms, sends requests and reads the answers in one workspace.

Connect an AI agent to formbaseAdd the server URL to your AI tool, sign in, and pick the workspace.Build a form with an AI agentDescribe the form, watch it in a preview, change it, and publish it.Send a request with an AI agentAsk one person to complete a form, prefilled, and read the answers back.

REST API

Any tool with an HTTP step, or your own code, can send requests through the REST API and receive the answers as a signed callback.

Send a request with the REST APICreate a token, read the field keys, and create a prefilled request with curl.Receive and verify the callbackRun a receiver in Node or Python, check the signature, and read the answers.