Formstack Documents + Jotform + Redtail CRM Integrations
How to connect Formstack Documents + Jotform + Redtail CRM
Zapier lets you send info between Formstack Documents and Jotform and Redtail CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Formstack Documents + Jotform + Redtail 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, Jotform, and Redtail CRM. And don’t forget that you can add more apps and actions to create complex workflows.
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How Formstack Documents + Jotform + Redtail CRM Integrations Work
- Step 1: Authenticate Formstack Documents, Jotform, and Redtail 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 Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
