Formstack Documents + Interact

Create merged documents for new Interact leads with Formstack Documents

Effortlessly merge new lead information from Interact into Formstack Documents with this streamlined workflow. Once activated, each time a new lead is captured in Interact, their details will be used to create a document merge in Formstack Documents. Save time and ensure that your documents are consistently updated with the latest lead information.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create Document Merge
Send data to your Merge URL.
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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