How to connect Formstack Documents + Gmail + Zoho CRM
Zapier lets you send info between Formstack Documents and Gmail and Zoho CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
Choose an Action
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Do even more with Formstack Documents + Gmail + Zoho CRM
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, Gmail, and Zoho CRM. 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
Label or mailbox
Search keywords
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OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
New Label
Triggers when you add a new label.
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How Formstack Documents + Gmail + Zoho CRM Integrations Work
- Step 1: Authenticate Formstack Documents, Gmail, and Zoho CRM.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.