Customer.io + Formstack Documents Integrations

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

Connect Customer.io + Formstack Documents in Minutes

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

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

Convert File to PDF

Converts a given file to a PDF.

Create Document Merge

Send data to your Merge URL.

Create or Update Customer

Creates a new customer. If the customer already exists, it will be updated.

Combine Files

Combine multiple files into a single PDF or DOCX.

Create Data Route Merge

Send data to your Data Route URL.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

Create Event

Creates an event.

How Customer.io + Formstack Documents Integrations Work

  1. Step 1: Authenticate Customer.io + 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 Customer.io + Formstack Documents