Formstack Documents + involve.me integrations
Combine files in Formstack Documents for new completed submissions in involve.me
Effortlessly merge completed submissions from involve.me with Formstack Documents by setting up this easy automation. Once activated, every time you receive a new completed submission in involve.me, the data will be combined with the relevant files in Formstack Documents, saving you time and ensuring all files are kept up-to-date. Stay organized and efficient with this seamless workflow integration.
- When this happens...New Completed SubmissionTriggers when a participant completes a submission in your funnel.
- automatically do this!Create Document MergeSend data to your Merge URL.
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More things you can do with involve.me and Formstack Documents
Discover other triggers and actions you can use with involve.me and Formstack Documents
- involve.me FunnelRequired
Try ItTriggerInstant- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerInstant - FileRequired
ActionWrite
- OrganizationRequired
- EmailRequired
ActionWrite- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
ActionWrite- RouteRequired
- Download File
ActionWrite
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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involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
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