Formstack Documents + Google Drive + Salesforce Integrations

How to connect Formstack Documents + Google Drive + Salesforce

Zapier lets you send info between Formstack Documents and Google Drive and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Formstack Documents + Google Drive + 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 Documents, Google Drive, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • FileRequired

    Action
    Write
    • DocumentRequired

    • Download File

    Action
    Write
    • Drive

    Trigger
    Scheduled
    Try It
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
    • FileRequired

    Action
    Write
    • Drive

    • Folder

    • Include Deleted Files?

    Trigger
    Scheduled
    Try It

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How Formstack Documents + Google Drive + Salesforce Integrations Work

  1. Step 1: Authenticate Formstack Documents, Google Drive, and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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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 moreHelp

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  • Documents

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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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  • File Management & Storage
  • Google

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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