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How Zapier works

Zapier makes it easy to integrate Formidable Forms with Formstack Documents - no code necessary. See how you can get setup in minutes.

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Formidable Forms
Formidable Forms logo
Formidable Forms
1. Choose trigger event
Formstack Documents logo
Formstack Documents
Formstack Documents logo
Formstack Documents
2. Choose action
Formidable Forms logo
1. Select the event
Setup
Test
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Formidable Forms
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Delete Entry" from Formidable Forms.

Add your action

An action happens after the trigger—such as "Combine Files" in Formstack Documents.

You’re connected!

Zapier seamlessly connects Formidable Forms and Formstack Documents, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Form
      Required
    Trigger
    Instant
    Try It
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Output
      Required
    • File Name
    • File 1
      Required
    • File 2
    • File 3
    • File 4
    • File 5
    Action
    Write
    • Route
      Required
    • Download File
    Action
    Write
    • Form
      Required
    Trigger
    Instant
    Try It
  • Formstack Documents triggers, actions, and search
    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

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Formidable Forms and Formstack Documents to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Formidable Forms to Formstack Documents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
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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.
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