Connect Formstack Documents and LIME Go to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Merged Document" from Formstack Documents.

Add your action

An action happens after the trigger—such as "Update Deal" in LIME Go.

You’re connected!

Zapier seamlessly connects Formstack Documents and LIME Go, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write
Registered Negative Call
Triggers when a negative call has been registered in a calling list.
Trigger
Instant
Try It
Company Worked On
Triggers when a company gets the relation "Working On It".
Trigger
Instant
Try It

Updated Deal Status
Triggers when the status of deals changes. Only true for intermediate statuses.
Trigger
Instant
Try It
Lost Customer
Triggers when a company gets the relation "Was A Customer".
Trigger
Instant
Try It

Booked Meeting
Triggers when meeting is booked in Lime Go.
Trigger
Instant
Try It
Company in Touch
Triggers when a company gets the relation "Been in touch".
Trigger
Instant
Try It
- ID
  Required
- Relation
- Coworker identifier
- Tags to add
Action
Write
- ID
  Required
- External key name
  Required
- External key value
  Required
Action
Write
- External Key Name
  Required
- External Key Value
  Required
Action
Search

- 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
Registered Positive Call
Triggers when a positive call has been registered in a calling list.
Trigger
Instant
Try It
New Customer
Triggers when a company gets the relation "Is A Customer".
Trigger
Instant
Try It
Won Deal
Triggers when a deal is won in Lime Go.
Trigger
Instant
Try It
Lost Deal
Triggers when a deal is lost in Lime Go.
Trigger
Instant
Try It
Reported Meeting
Triggers when meeting is reported using Lime Go.
Trigger
Instant
Try It
- ID
  Required
- Coworker identifier
- Status
- Note
- Tags to add
Action
Write
- ID
  Required
- External key name
  Required
- External key value
  Required
Action
Write
- Name
  Required
- Strength
  Required
- Organization Id
- Organization Name
- Organization Registration Number
- Organization Source ID
- Organization VAT Number
- Person Id
- Person Email
- Person First Name
- Person Last Name
- Person Phone
- Note
Action
Write
- External Key Name
  Required
- External Key Value
  Required
Action
Search

For AI agents & developers

Use Formstack Documents and LIME Go with AI agents and code

Beyond Zap workflows. Call Formstack Documents and LIME Go actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Formstack Documents and LIME Go actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Combine Files
Update Deal

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Formstack Documents and LIME Go actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* formstack-documents / lime-go action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Formstack Documents and LIME Go to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Formstack Documents to LIME Go integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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