Formstack Documents + Interact

Convert new Interact leads to pdf files in Formstack Documents

Effortlessly manage your lead generation process with this workflow, which converts new leads from Interact into PDF files using Formstack Documents. Whenever a new lead is added in Interact, this automation will create a PDF file in Formstack Documents, saving you time and ensuring consistent documentation for all leads. Stay organized and streamline your sales funnel with this efficient solution.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Convert File to PDF
Converts a given file to a PDF.
ActionWrite

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Supported triggers and actions

What does this mean?

- QuizRequired
Trigger
Instant
Try It
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

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.

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