Formstack Documents + Zoho Forms + Zoho CRM Integrations
How to connect Formstack Documents + Zoho Forms + Zoho CRM
Zapier lets you send info between Formstack Documents and Zoho Forms and Zoho CRM 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 + Zoho Forms + 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, Zoho Forms, 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
FormRequired
Try It
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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How Formstack Documents + Zoho Forms + Zoho CRM Integrations Work
- Step 1: Authenticate Formstack Documents, Zoho Forms, 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.
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 Zoho Forms
Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
