Formstack Documents + Kommo

Formstack Documents + Kommo integrations

Create WebMerge documents when new Kommo leads reach stages

Populate contracts, proposals, quotes and other sales documents automatically when leads hit certain stages of your sales pipeline with this Kommo-WebMerge integration. When an Kommo lead is moved to a certain stage, Zapier will use information from that lead to complete a WebMerge template.

When this happens...
Lead Status ChangedTriggers when lead status is changed.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Kommo and Formstack Documents

Discover other triggers and actions you can use with Kommo and Formstack Documents

New Company
Triggers when a new company is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
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Contact Updated
Triggers when contact is updated.
Trigger
Instant
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Task Updated
Triggers when task is updated.
Trigger
Instant
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Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity Item
  Required
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element Type
  Required
- Element ID
- Text
- Creation Data
Action
Search or write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
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Company Updated
Triggers when company is updated.
Trigger
Instant
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Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element Type
  Required
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
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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Related categories

Documents

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Quip

Documents

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Nimble

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ClinchPad

CRM (Customer Relationship Management)

Related Zap Templates

Create merged documents in Formstack Documents from new Kommo leads