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Close + Formstack Documents Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Close and Formstack Documents.


Get started with workflows like: Create contracts from new opportunities in Close with WebMerge. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Close + Formstack Documents in Minutes

It's easy to connect Close + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Call Recording

Triggers when a new call recording or voicemail is added to Close.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Export

Triggers when a new Export is created or completed.

InstantNew Lead

Triggers when a new lead is created.

New Lead in Search Query / Smart View

Triggers when a new lead is added to a search query or Smart View.

InstantNew Call

Triggers when a new Call is created or completed.

InstantNew Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

InstantNew Inbox Item

Triggers when a new item appears in your Close inbox.

InstantNew Lead in Status

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

InstantNew Meeting

Triggers when a Meeting is scheduled, started, completed, or canceled.

How Close + Formstack Documents Integrations Work

  1. Step 1: Authenticate Close + Formstack Documents.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Close + Formstack Documents