Popular ways to use Formstack Documents workflows

• Create Personalized Documents from Typeform with WebMerge

  

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  Typeform, Formstack Documents

  Typeform + Formstack Documents

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  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Document Merge

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  Create Personalized Documents from Typeform with WebMerge

  

  by Zapier

  Zapier

  Create Personalized Documents from Typeform with WebMerge

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  • 
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  Typeform, Formstack Documents

  Typeform + Formstack Documents

• Create document merges in Formstack Documents from new Typeform entries

  

  by Zapier

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  Typeform, Formstack Documents

  Typeform + Formstack Documents

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Document Merge

  See Zap detailsTry it

  Create document merges in Formstack Documents from new Typeform entries

  

  by Zapier

  Zapier

  Create document merges in Formstack Documents from new Typeform entries

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  Typeform, Formstack Documents

  Typeform + Formstack Documents

• Generate document mergers in in Formstack Documents for newly-completed courses in Teachable

  

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  Teachable, Formstack Documents

  Teachable + Formstack Documents

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     When this happens

     Step 1: Course Completed

  2. 

     Then do this

     Step 2: Create Document Merge

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  Generate document mergers in in Formstack Documents for newly-completed courses in Teachable

  

  by Zapier

  Zapier

  Generate document mergers in in Formstack Documents for newly-completed courses in Teachable

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  Teachable, Formstack Documents

  Teachable + Formstack Documents

• Merge new Google Sheets rows with WebMerge documents

  

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  Google Sheets, Formstack Documents

  Google Sheets + Formstack Documents

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Document Merge

  See Zap detailsTry it

  Merge new Google Sheets rows with WebMerge documents

  

  by Zapier

  Zapier

  Merge new Google Sheets rows with WebMerge documents

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  • 
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  Google Sheets, Formstack Documents

  Google Sheets + Formstack Documents

• Create personalized documents from new Gravity Forms submissions with WebMerge

  

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  Zapier

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  Gravity Forms, Formstack Documents

  Gravity Forms + Formstack Documents

  More details

  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Create Document Merge

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  Create personalized documents from new Gravity Forms submissions with WebMerge

  

  by Zapier

  Zapier

  Create personalized documents from new Gravity Forms submissions with WebMerge

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  Gravity Forms, Formstack Documents

  Gravity Forms + Formstack Documents

• Create Personalized Documents from Jotform with WebMerge

  

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  Zapier

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  Jotform, Formstack Documents

  Jotform + Formstack Documents

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Create Document Merge

  See Zap detailsTry it

  Create Personalized Documents from Jotform with WebMerge

  

  by Zapier

  Zapier

  Create Personalized Documents from Jotform with WebMerge

  Try it

  • 
  • 

  Jotform, Formstack Documents

  Jotform + Formstack Documents

• Create document merges in Formstack Documents from new records In view in Airtable

  

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  Airtable, Formstack Documents

  Airtable + Formstack Documents

  More details

  1. 

     When this happens

     Step 1: New Record in View

  2. 

     Then do this

     Step 2: Create Document Merge

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  Create document merges in Formstack Documents from new records In view in Airtable

  

  by Zapier

  Zapier

  Create document merges in Formstack Documents from new records In view in Airtable

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  • 
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  Airtable, Formstack Documents

  Airtable + Formstack Documents

• Send updated Google Sheets rows to WebMerge document templates

  

  by Zapier

  Zapier

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  Google Sheets, Formstack Documents

  Google Sheets + Formstack Documents

  More details

  1. 

     When this happens

     Step 1: New or Updated Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Document Merge

  See Zap detailsTry it

  Send updated Google Sheets rows to WebMerge document templates

  

  by Zapier

  Zapier

  Send updated Google Sheets rows to WebMerge document templates

  Try it

  • 
  • 

  Google Sheets, Formstack Documents

  Google Sheets + Formstack Documents

• 

  New Merged Document

  Triggers when a merged/populated document is created.

  Trigger

  Instant
• 

  Combine Files

  Combine multiple files into a single PDF or DOCX.

  Action

  Write
• 

  Convert File to PDF

  Converts a given file to a PDF.

  Action

  Write
• 

  Create Data Route Merge

  Send data to your Data Route URL.

  Action

  Write
• 

  Create Document Merge

  Send data to your Merge URL.

  Action

  Write
• 

  Extract Field Values From PDF

  Extracts the field values from the given PDF file.

  Action

  Write