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Formstack Documents + Agile CRM + Code by Zapier Integrations

How to connect Formstack Documents + Agile CRM + Code by Zapier

Zapier lets you send info between Formstack Documents and Agile CRM and Code by Zapier automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Formstack Documents + Agile CRM + Code by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, Agile CRM, and Code by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
    • FileRequired

    Action
    Write
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It

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How Formstack Documents + Agile CRM + Code by Zapier Integrations Work

  1. Step 1: Authenticate Formstack Documents, Agile CRM, and Code by Zapier.
    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.
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 moreHelp

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  • Documents

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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code logo
code logo

About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

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