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Integrate Formstack Documents with Quickbase to automate your work

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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

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Zapier makes it easy to integrate Formstack Documents with Quickbase - 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 Quickbase

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

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

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

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Formstack Documents to Quickbase with a Zapier template.

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Make work flow with AI

Level up your Formstack Documents to Quickbase integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Formstack Documents and Quickbase to integrate crucial parts of your business

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Connect Formstack Documents and Quickbase 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

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
- Application
  Required
- Table
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Scheduled
Try It
- Application
  Required
- Table
  Required
Action
Write

- Application
  Required
- Table
  Required
- Record ID
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Match Condition
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search or 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
- Application
  Required
- Table
  Required
Action
Write
- Application
  Required
- Table
  Required
- Record ID
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Match Condition
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search

Learn how to automate Formstack Documents on the Zapier blog

Learn how to automate Quickbase 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.

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About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

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