Formstack + Formstack Documents + Salesforce Integrations
How to connect Formstack + Formstack Documents + Salesforce
Zapier lets you send info between Formstack and Formstack Documents and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Formstack + Formstack Documents + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack, Formstack Documents, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
FormRequired
Field identification
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
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How Formstack + Formstack Documents + Salesforce Integrations Work
- Step 1: Authenticate Formstack, Formstack Documents, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
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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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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
