Formstack Documents + Dropbox + Smartsheet Integrations

How to connect Formstack Documents + Dropbox + Smartsheet

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Do even more with Formstack Documents + Dropbox + Smartsheet

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, Dropbox, and Smartsheet. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FolderRequired
  Check a specific folder for new folders. Keep clicking to go inside folders. Please note: new folders added to folders inside the folder you choose here will NOT trigger this Zap.
Trigger
Scheduled
Try It
- FolderRequired
  Parent folder, like /TextFiles/ or /Documents/Taxes/.
- Folder NameRequired
Action
Write

- FileRequired
  File you would like to move. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New LocationRequired
  Where to move the file.
Action
Write
- FolderRequired
  Where to find the file that will be updated, or where to create the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to append to the text file.
Action
Write

- PathRequired
  The path to be shared by the shared link, e.g. /Documents/Taxes or /Documents/Taxes/notes.txt.
- Requested Visibility
  The access permission that can be requested by the caller for the shared link. Note that the final resolved visibility of the shared link takes into account other aspects, such as team and shared folder settings.
- Link Password
  If Requested Visibility is Password this is needed to specify the password to access the link.
- Expires At
  Expiration time of the shared link. By default the link won't expire.
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Folder NameRequired
- Include Deleted Folders?
Action
Search
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Search TermRequired
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
  Select a sheet to add a row to.
- Add Row to Top or Bottom
  Select whether to add the row to top or bottom of the sheet.
Action
Write
- Choose Source SheetRequired
  Select source sheet.
- Choose a Destination SheetRequired
  Select destination sheet.
- Choose RowRequired
  Select row to be copy.
Action
Write
- Choose Source SheetRequired
  Select source sheet.
- Choose a Destination SheetRequired
  Select destination sheet.
- Choose RowRequired
  Select row to be moved.
Action
Write
- DestinationRequired
  Select your personal Sheets folder or a Workspace.
- TemplateRequired
  Select a template to use.
- Copy Cells?Required
  Copy the cells from the template?
- Copy Attachments?Required
  Copy the attachments from the template?
- Copy Discussions?Required
  Copy the discussions from the template?
- Sheet NameRequired
  The name of the new sheet.
Action
Write
- Choose a SheetRequired
  Select a sheet to send.
- Email Address(es)Required
  Email addresses of recipient(s). If more than one, must be a comma-separated list.
- Choose RowRequired
  Select row to be sent.
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
- Include Attachments ?
  Do you want to include attachments?
- Include Discussions ?
  Do you want to include discussions?
Action
Write
- Choose a SheetRequired
  Select which sheet you would like to share.
- Email Address(es) to Share ToRequired
  Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
- Access LevelRequired
- Notify via Email?Required
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
Action
Write
- Api Docs Info
  API docs for Smartsheet are located here https://smartsheet-platform.github.io/api-docs/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- OutputRequired
- File Name
  Your desired name of the combined file (no extension).
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FileRequired
Action
Write
- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Trigger
Scheduled
Try It
- FolderRequired
  Where to save the file.
- FileRequired
  Must be a file object from another service (or some URL).
- Overwrite
  Whether we should overwrite this file (if one of the same name exists) or not.
- Specify File Name
  Advanced: By default, we use the same name as the file from the trigger. If you need to change the name, enter a value here. The original file extension will be appended.
- Specify File Extension
  Advanced: If you specify a file name, you can also specify an extension (include the initial ".").
Action
Write
- FolderRequired
  Where to save the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to put inside the new text file.
- Overwrite
  Whether we can overwrite this file (if one of the same name exists) or not.
Action
Write
- FileRequired
  File you would like to rename. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New NameRequired
  What you'd like to rename the file too (without extension, ie .pdf).
Action
Write
- Api Docs Info
  API docs for Dropbox are located here http://dropbox.github.io/dropbox-sdk-js/Dropbox.html
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- File NameRequired
- Include Deleted Files?
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search
- Choose a SheetRequired
  Select a Sheet to monitor for updated rows.
Trigger
Scheduled
Try It
- Choose a SheetRequired
  Select a Sheet to monitor for new rows.
Trigger
Scheduled
Try It
- Workspace NameRequired
  Enter workspace name.
Action
Write
- Choose a SheetRequired
  Select a sheet to add a row to.
- RowRequired
  Select row to add discussion.
- TitleRequired
  Enter discussion title.
- CommentRequired
  Enter discussion comments.
Action
Write
- Source FolderRequired
  Select source Folder.
- Destination FolderRequired
  Select destination folder.
- New Folder NameRequired
  New folder name.
Action
Write
- WorkspaceRequired
  Select workspace to be copy.
- New NameRequired
  New workspace name.
- What to Include?
  Choose elements to copy, Select "All" for copying all data.
- Skip Remap
  Choose references to NOT re-map for the newly created workspace.
Action
Write
- DestinationRequired
  Select your Workspace.
- Sheet to CopyRequired
  Select the sheet to copy.
- Copy Cells?Required
  Copy the cells from the source sheet?
- Copy Attachments?Required
  Copy the attachments from the source sheet?
- Copy Discussions?Required
  Copy the discussions from the source sheet?
- Sheet NameRequired
  The name of the new sheet.
Action
Write
- Choose a SheetRequired
- Row IDRequired
  Provide a row ID. When paired with Smartsheet's "Updated Row" trigger, this is the "Original ID" field.
Action
Write
- Choose a SheetRequired
  Select a sheet to send.
- Email Address(es)Required
  Email addresses of recipient(s). If more than one, must be a comma-separated list.
- FormatRequired
  Select file format for the attachment.
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
- Paper Size
  Choose paper size.
Action
Write
- Choose a WorkspaceRequired
  Select which workspace you would like to share.
- Email Address(es) to Share ToRequired
  Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
- Access LevelRequired
- Notify via Email?Required
- Email Subject
  Leave blank for default.
- Message
  Personal message. Leave blank for default.
- CC Me?
Action
Write

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How Formstack Documents + Dropbox + Smartsheet Integrations Work

Step 1: Authenticate Formstack Documents, Dropbox, and Smartsheet.
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.

Connect apps

Connect Formstack Documents + Dropbox + Smartsheet

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

Documents

Similar apps

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Documents, Google

Dropbox

File Management & Storage

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About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Related categories

File Management & Storage

Similar apps

Google Drive

File Management & Storage, Google

Box

File Management & Storage

OneDrive

File Management & Storage, Microsoft

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

Spreadsheets

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Formstack Documents + Dropbox + Smartsheet Integrations

How to connect Formstack Documents + Dropbox + Smartsheet

Do even more with Formstack Documents + Dropbox + Smartsheet

New Merged Document

Convert File to PDF

FileRequired

Create Document Merge

DocumentRequired

Download File

New Folder

FolderRequired

Create Folder

FolderRequired

Folder NameRequired

Move File

FileRequired

New LocationRequired

Create or Append to Text File

FolderRequired

File NameRequired

File ContentRequired

Create Shared Link

PathRequired

Requested Visibility

Link Password

Expires At

Find Folder

FolderRequired

Folder NameRequired

Include Deleted Folders?

Find File (Content Search)

FolderRequired

Search TermRequired

Include file contents?

New Attachment

Choose a SheetRequired

New Row

Choose a SheetRequired

Add Attachment to Row

SheetRequired

RowRequired

File AttachmentRequired

Add Row to Sheet

Choose a SheetRequired

Add Row to Top or Bottom

Copy Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

Move Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

New Sheet From Template

DestinationRequired

TemplateRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

Send Row

Choose a SheetRequired

Email Address(es)Required

Choose RowRequired

Email Subject

Message

CC Me?

Include Attachments ?

Include Discussions ?

Share Sheet

Choose a SheetRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

API Request (Beta)

Api Docs Info

HTTP MethodRequired