Skip to content
Log inSign up

Integrate Formstack Documents with Formstack to automate your work

Google Logo Start with Google for free
FormstackFormstack
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Formstack Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Formstack Documents, a trigger could be "New Merged Document."
A trigger is the event that kicks off your automated workflow.

Setup an action from Formstack

An action is what takes place after the automation is triggered. For example, with Formstack, the action could be "Create Form Submission."
An action is the event that your automated workflow performs when triggered.

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formstack Documents to Formstack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formstack Documents and Formstack 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Formstack Documents and Formstack 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
arrow pointing down
Start here
arrow pointing down
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.

    • 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
    • Form
      Required
    • Field identification
    Trigger
    Instant
    Try It

Learn how to automate Formstack Documents on the Zapier blog

Learn how to automate Formstack on the Zapier blog

formstack-documents logo
formstack-documents logo
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.
Learn more
Related categories
  • Documents
Similar apps
Google Docs integrationsGoogle Docs integrations
  • Google Docs
    • Documents, Google
    Dropbox integrationsDropbox integrations
  • Dropbox
    • File Management & Storage
    Quip integrationsQuip integrations
  • Quip
    • Documents
    formstack logo
    formstack logo
    About Formstack
    Formstack is one of the easiest ways to build custom forms that let you collect data your way.
    Learn moreHelp
    Related categories
    • Forms & Surveys
    Similar apps
    Wufoo integrationsWufoo integrations
  • Wufoo
    • Forms & Surveys
    Jotform integrationsJotform integrations
  • Jotform
    • Forms & Surveys
    Gravity Forms integrationsGravity Forms integrations
  • Gravity Forms
    • Forms & Surveys, WordPress

    Connect Formstack Documents to Formstack on the world's largest no-code automation platform

    Google Logo Sign up with Google