Formstack Documents + Pipedrive + WPForms Integrations

How to connect Formstack Documents + Pipedrive + WPForms

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

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Do even more with Formstack Documents + Pipedrive + WPForms

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, Pipedrive, and WPForms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • 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
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    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
    • Filter IdRequired

    Trigger
    Scheduled
    Try It

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How Formstack Documents + Pipedrive + WPForms Integrations Work

  1. Step 1: Authenticate Formstack Documents, Pipedrive, and WPForms.
    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
formstack-documents logo
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 more

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  • Documents

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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wpforms logo
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About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Help

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  • Forms & Surveys
  • WordPress

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