A project request — turned into a proposal and emailed to the client

The scenario reads the form submission, checks it against your services and rates, assembles a tailored proposal, logs everything to a sheet and sends the email.

  • The proposal goes out while the request is still warm
  • Prices and terms come from your own document, not from thin air
  • Every request lands in a sheet — nothing is lost
  • Projects that don't fit don't get a rushed reply
Google Docs Tool
Connect Formstack and run itScriptera

How it works

To pass leads from Formstack to Microsoft SQL automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: JotForm Trigger
  2. Then: AI Agent
  3. Then: Append or update row in sheet
  4. Check: If
  5. If yes: Send a message
  6. Then: Google Gemini Chat Model
  7. Then: My Freelance Document
  8. Then: Structured Output Parser

You can launch this Formstack + Microsoft SQL integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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