Formstack and TaskRay Announce Partnership to Simplify Data Collection and Project Management in Salesforce
Seamless Solution Enhances Data Capture, Automates Workflows, and Accelerates Project Execution
Denver, CO– March 25, 2025 – Formstack, a leading online form-building and workflow software provider, today announced a strategic technology partnership with TaskRay, a leading provider of project management software built on Salesforce. Together, Formstack and TaskRay deliver a Salesforce-native solution that automates data collection for project management workflows, driving greater efficiency, accuracy, and collaboration across teams.
Industries with high regulatory compliance and complex projects—like healthcare, financial services, and software—need simple, company-wide solutions to modernize information capture workflows. Formstack and TaskRay streamline project management by automating data collection directly within the platform. Integrated forms work seamlessly inside TaskRay projects and tasks, enabling onboarding and project teams to move projects forward faster and more efficiently.
“The combination of Formstack and TaskRay creates a dynamic solution for modern businesses to seamlessly bridge the gap between data collection and project execution all within Salesforce’s secure environment,” said Drew Quinlan, SVP, Ecosystems and International Business Development at Formstack.
Hundreds of businesses across high-tech SaaS, healthcare, financial services, and other industries rely on Salesforce-native TaskRay to manage critical projects such as customer onboarding, equipment installations, and service delivery. With Formstack’s native Salesforce solution, data capture and collection become a seamless part of project management —eliminating manual data entry, reducing errors, and ensuring real-time visibility.
By embedding forms directly within Salesforce and TaskRay, teams can easily collaborate with employees, partners, vendors, and customers, keeping all project details in one place, ensuring projects move forward faster.
Critically, both TaskRay and Formstack Forms for Salesforce are 100% native solutions to the Salesforce platform. This native architecture is critical for data security, as it ensures all data processing occurs within the customer's own Salesforce instance, rather than on third-party servers. This shared commitment to the Salesforce ecosystem ensures seamless functionality and minimizes the risk of data loss.
“This partnership is an exciting step forward in delivering even greater value to our customers," said Jason Jenkins, SVP of Sales & Customer Success at TaskRay. “By combining our strengths, we empower organizations to accelerate process fulfillment, streamline project kickoffs, and ensure consistent, actionable documentation—driving operational excellence and lasting success."
Formstack and TaskRay are now available together.
- Improve accuracy and reduce errors: Capture data digitally with Formstack Forms for Salesforce, eliminating paper-based bottlenecks and reducing the risk of human error. Seamless solution with TaskRay ensures data consistency and empowers informed decision-making.
- Empower your teams to work on the go: Utilize mobile-friendly forms for field teams to submit updates and reports directly from the field.
- Clear project status and updates: Automatically update TaskRay projects using Formstack submission data. Easily notify team members when Formstack submission data is added to a TaskRay project to accelerate task completion.
Learn more about the Formstack and TaskRay partnership.
About TaskRay
TaskRay is a leading provider of project management solutions built on the Salesforce platform, designed to help companies efficiently manage complex projects and foster seamless collaboration across teams. With a focus on flexibility, innovation, and customer success, TaskRay enables organizations to deliver projects on time, every time. Trusted by companies across industries, TaskRay transforms project management into a strategic advantage by providing the tools needed to accelerate revenue, improve operational efficiencies, and build strong client relationships. For more information, visit www.taskray.com.
Press Contact
Dan Dowling
TaskRay VP, Marketing
About Formstack
Formstack offers no-code products that empower all organizations and industries to build online forms, automate business processes leveraging workflows, generate and automate documents, and collect digital signatures so that their businesses run more productively. In addition, Salesforce admins and consultants can securely collect and manage data all within their Salesforce orgs with our market-first native forms solution. Launched in 2006, and backed by PSG Equity and Silversmith Capital Partners, Formstack has more than 32,000 customers worldwide—including Kaiser Permanente, Shell, Shopify, and Netflix— who run their businesses more efficiently with Formstack products. To learn more, visit: www.formstack.com.
Press Contact
Jeannie Zaemes
Formstack VP, Communications
303-250-2507
