How to connect Formstack Documents + Agile CRM + Webhooks by Zapier
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Do even more with Formstack Documents + Agile CRM + Webhooks 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 Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
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Track / MilestoneRequired
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OutputRequired
File Name
Your desired name of the combined file (no extension).
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
Do you need to download this document to Zapier for another action?
FileRequired
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
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How Formstack Documents + Agile CRM + Webhooks by Zapier Integrations Work
- Step 1: Authenticate Formstack Documents, Agile CRM, and Webhooks by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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