Connect ClinchPad to Formstack Documents and automate any workflow
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
Create your first workflow
Quickly connect ClinchPad to Formstack Documents with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ClinchPad with Formstack Documents - no code necessary. See how you can get setup in minutes.
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Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
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 Lead
Triggers when a new lead is added.
Try It - New Merged Document
Triggers when a merged/populated document is created.
Try It - FileRequired
- DocumentRequired
- Download File
- Lead NameRequired
- StageRequired
- Size
- Assign To
- Contact Name
- Contact Designation
- Contact Email
- Contact Phone
- Contact Address
- Contact Organization
- Product Name
- Source Name
- Zone Name
- Note
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
- RouteRequired
- Download File
- FileRequired
Related categories
Related categories