Create document merges in Formstack Documents from new form submissions in HubSpot
Keep your Formstack Documents seamlessly updated with this workflow. When a fresh form is submitted through HubSpot, it immediately prompts a document merge in Formstack Documents, simplifying your process and eliminating manual data transfers. With this automation, your team can focus on crucial tasks, knowing your documents are up to date with the newest HubSpot submissions.
Keep your Formstack Documents seamlessly updated with this workflow. When a fresh form is submitted through HubSpot, it immediately prompts a document merge in Formstack Documents, simplifying your process and eliminating manual data transfers. With this automation, your team can focus on crucial tasks, knowing your documents are up to date with the newest HubSpot submissions.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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