Formstack Documents and Salesflare
How to connect Formstack Documents
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 2 modules available. Set it up ↗
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.
Formstack Documents operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Merged Document — Triggers when a merged/populated document is created.
Actions (5)
Things Salesflare can make it do
- Combine Files — Combine multiple files into a single PDF or DOCX.
- Convert File to PDF — Converts a given file to a PDF.
- Create Data Route Merge — Send data to your Data Route URL.
- Create Document Merge — Send data to your Merge URL.
- Extract Field Values From PDF — Extracts the field values from the given PDF file.
Formstack Documents operations on Make
Actions (2)
Things Salesflare can make it do
- Merge Data Route — Send data to your Data Route
- Merge Document — Merge your document with data
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