Connect B1G1 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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Zapier makes it easy to integrate B1G1 with Formstack Documents - no code necessary. See how you can get setup in minutes.

Select a trigger from B1G1

A trigger is an event that starts your Zap and runs the workflow. For example, with B1G1, a trigger could be "New Engagement Impact Submission."

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 B1G1 to Formstack Documents

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

Connect B1G1 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 B1G1 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.

- Engagement
Trigger
Scheduled
Try It
- Recurring Impact
  Required
- Quantity
  Required
Action
Write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

- Favourite Project
  Required
- Impact Level
  Required
- Quantity
  Required
Action
Write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

Learn how to automate B1G1 on the Zapier blog.

About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform

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Fundraising

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