Formstack Documents + Salesforce + Email by Zapier Integrations
How to connect Formstack Documents + Salesforce + Email by Zapier
Zapier lets you send info between Formstack Documents and Salesforce and Email by Zapier 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 + Salesforce + Email by Zapier
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, Salesforce, and Email by Zapier. 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
New Case Attachment
Triggers when a new Attachment is added to a case.
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OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
New Contact
Triggers when a new Contact is created.
Try It
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How Formstack Documents + Salesforce + Email by Zapier Integrations Work
- Step 1: Authenticate Formstack Documents, Salesforce, and Email by Zapier.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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)
Have direct access to your own email servers? Check out our IMAP and SMTP services!