Connect Angaza to Formstack Documents and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Angaza

A trigger is an event that starts your Zap and runs the workflow. For example, with Angaza, a trigger could be "New Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formstack Documents

An action is what takes place after the automation is triggered. For example, with Formstack Documents, the action could be "Combine Files."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Angaza to Formstack Documents

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Triggers and actions are the main components of every automated workflow.

Connect Angaza and Formstack Documents to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Angaza and Formstack Documents to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Account
Triggers when a new account is created.
Trigger
Scheduled
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- Pricing Group
  Required
- Number of days overdue
  Required
Trigger
Scheduled
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Updated Prospect Status
Triggers when a prospect has a new status.
Trigger
Scheduled
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- Responsible Agent
  Required
- Pricing Group
  Required
- Client Phone
  Required
- Client Name
  Required
Action
Write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

New Prospect
Triggers when a new prospect is created.
Trigger
Scheduled
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Account Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Trigger
Scheduled
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- Unit Number
  Required
- Responsible Agent
  Required
- Pricing Group
  Required
- Client Phone
  Required
- Client Name
  Required
- Cash Collected
Action
Write
- Account Number
  Required
- Assign To
  Required
- Due Date
- Priority
  Required
- Instructions
Action
Write
- Output
  Required
- Client Name
  Required
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

About Angaza

Angaza is a business solution designed for last-mile distributors of products and services in emerging markets. Angaza allows you to unlock new markets and sell more products — from solar lighting systems to clean cookstoves.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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Related categories