Integrate Formstack Documents with iFormBuilder to automate your work

Start with Google for free

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

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 iFormBuilder - 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 iFormBuilder

An action is what takes place after the automation is triggered. For example, with iFormBuilder, the action could be "Create Element."

An action is the event that your automated workflow performs when triggered.

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

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 - 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

Set up your first integration

Quickly connect Formstack Documents to iFormBuilder with a Zapier template.

Our most popular template

Create personalized documents from new iFormBuilder records with WebMerge
Details
Try it
iFormBuilder + Formstack Documents

Create personalized documents from new iFormBuilder records with WebMerge

Details

Try it

iFormBuilder + Formstack Documents

Make work flow with AI

Level up your Formstack Documents to iFormBuilder 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 iFormBuilder 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 iFormBuilder 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

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 Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write
New Company Profile
Triggers when a new company is created.
Trigger
Scheduled
Try It
- Company Profile
  Required
Trigger
Scheduled
Try It

- Company Profile
  Required
Trigger
Scheduled
Try It
- Company Profile
  Required
- File Name
- Label
  Required
- Description
- Form Icon
- Label Icons
- Page Javascript
- Sort Order
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
Action
Write

- Company Profile
  Required
- Form
  Required
- Assign To
  Required
- Right to Collect Data?
- Right to View Data?
Action
Write
- Company Profile
  Required
- Form
  Required
- Record
  Required
- Assign To
  Required
- Error Email
  Required
Action
Write

- 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
- Company Profile
  Required
- Form
  Required
Trigger
Scheduled
Try It
- File Name
- Company Profile
  Required
- Form
  Required
- Error Email
  Required
- Notification Email
Trigger
Instant
Try It
- Company Profile
  Required
- Form
  Required
- File Name
- Label
  Required
- Description
- Sort Order
- Required?
- Disabled?
- Readonly?
- Encrypted?
- Hide Typing?
- Default Value
- Dynamic Value
- Condition Value
- Client Validation
- Client Validation Message
- Dynamic Label
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
- Lookup Table Name
- Lookup Table Column
- Element Type
  Required
- Data Size
- Low Value
- High Value
- Widget Type
- Option List ID
- Attachment Link
- Keyboard Type
- Weighted Score
Action
Write
- Company Profile
  Required
- Form
  Required
- Parent Page ID
- Parent Element ID
- Parent Record ID
- Javascript State
Action
Write
- Company Profile
  Required
- Form
  Required
- Record
  Required
- Javascript State
Action
Write
- Company Profile
  Required
- Username
  Required
- Password
  Required
- First Name
- Last Name
- Email
  Required
- User Role
  Required
- Right to Create Form?
- Right to Sync ThunderPlug?
Action
Write

Learn how to automate Formstack Documents on the Zapier blog

Learn how to automate iFormBuilder on the Zapier blog

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

DocSend

Ads & Conversion

Dropbox

File Management & Storage

Google Docs

Documents, Google

About iFormBuilder

iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.

Help

Related categories