Formstack Documents + Proposify + Trello Integrations
How to connect Formstack Documents + Proposify + Trello
Zapier lets you send info between Formstack Documents and Proposify and Trello automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Formstack Documents + Proposify + Trello
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, Proposify, and Trello. 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
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try It
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
Client Created
Triggers when a user creates a new client.
Try It
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How Formstack Documents + Proposify + Trello Integrations Work
- Step 1: Authenticate Formstack Documents, Proposify, and Trello.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 Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
