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Docupilot + Formstack Documents Integrations

How to connect Docupilot + Formstack Documents

Zapier lets you send info between Docupilot and Formstack Documents automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Docupilot triggers, actions, and search
    Create Document
    Creates a new document from a specified template.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    New Merged Document
    Triggers when a merged/populated document is created.
    Trigger
    Instant
  • Formstack Documents triggers, actions, and search
    Combine Files
    Combine multiple files into a single PDF or DOCX.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Convert File to PDF
    Converts a given file to a PDF.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Create Data Route Merge
    Send data to your Data Route URL.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Create Document Merge
    Send data to your Merge URL.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Extract Field Values From PDF
    Extracts the field values from the given PDF file.
    Action
    Write

How Docupilot + Formstack Documents Integrations Work

  1. Step 1: Authenticate Docupilot and 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 apps

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn More

Related categories

  • Documents
formstack-documents logo
formstack-documents logo
formstack-documents logo

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 More

Related categories

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