Configuration guide

Formflow has first-party integration support for Insly Ledger. The integration allows for:

  • manual or automatic export of submissions

  • email follow-up functionality with auto-export

  • token sharing and federated authentication for Insly Agents

To configure it, navigate to the settings page and locate the custom integration settings. You will want to add a block with type: "ledger" defined, for example:

[
  {
    "type": "ledger",
    "settings": {
      "scope": "auth/tenant",
      "tenant": "tenant",
      "baseUrl": "https://tenant.app.beta.insly.training",
      "clientId": "xxxredactedxxx",
      "clientSecret": "xxxredactedxxxxxxredactedxxx"
    }
  },
  // other integration blocks
]

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