Formstack Documents + Gmail + Process Plan Integrations
How to connect Formstack Documents + Gmail + Process Plan
Zapier lets you send info between Formstack Documents and Gmail and Process Plan 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 Documents + Gmail + Process Plan
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 Documents, Gmail, and Process Plan. And don’t forget that you can add more apps and actions to create complex workflows.
New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
Label or mailbox
Search keywords
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OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
New Label
Triggers when you add a new label.
Try It
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How Formstack Documents + Gmail + Process Plan Integrations Work
- Step 1: Authenticate Formstack Documents, Gmail, and Process Plan.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 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.
Related categories
About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
