17hats + Formstack Documents
Create merged documents in Formstack Documents for new 17hats contacts
Effortlessly merge contact details from new 17hats contacts into Formstack Documents with this seamless workflow. Once set up, every time you add a new contact in 17hats, their information will be used to create a document merge in Formstack Documents. Save time by streamlining your document management process and ensure that your contact's information is accurately merged every time.
Effortlessly merge contact details from new 17hats contacts into Formstack Documents with this seamless workflow. Once set up, every time you add a new contact in 17hats, their information will be used to create a document merge in Formstack Documents. Save time by streamlining your document management process and ensure that your contact's information is accurately merged every time.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Merged Document
Triggers when a merged/populated document is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
