Formstack Documents + Interact

Extract field values from pdfs for new Interact leads with Formstack Documents

Effortlessly manage new leads with this seamless workflow between Interact and Formstack Documents. When a new lead is captured in Interact, this automation will extract field values from a PDF in Formstack Documents, saving you time and manual work. Stay organized and focused on nurturing your leads while this integration takes care of the document handling.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Extract Field Values From PDF
Extracts the field values from the given PDF file.
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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