Close + Formstack Documents

Close + Formstack Documents integrations

Create document merges in Formstack Documents for new leads in Close

Save time and reduce manual effort by automating your lead document creation process. With this workflow, whenever a new lead is added in Close, a corresponding document merge is created in Formstack Documents, streamlining your lead management and ensuring consistent documentation. Stay organized and focus on nurturing your leads with this efficient automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Close and Formstack Documents

Discover other triggers and actions you can use with Close and Formstack Documents

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
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- Completed?
Trigger
Instant
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- Type
- User ID
  Required
Trigger
Instant
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- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
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- Statuses
- Require these fields to be filled in
Trigger
Instant
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- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
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- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
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- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
Try It
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
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- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
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- Direction
- Template ID
- User ID
Trigger
Instant
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- Form
Trigger
Instant
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- Status ID
Trigger
Instant
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- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It
- Added or Removed?
Trigger
Instant
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- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Contact
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Search or write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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Related categories

CRM (Customer Relationship Management)

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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.

Learn moreLearn moreHelpHelp

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Documents

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