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Formstack Documents + Microsoft Outlook

Formstack Documents + Microsoft Outlook

Formstack Documents + Microsoft Outlook integrations

Send emails in Microsoft Outlook from new merged documents in Formstack Documents

Simplify your document management process with this effective workflow. When a new document merges in Formstack Documents, an email is instantly sent through Microsoft Outlook. You save time and increase productivity, as manual follow-ups are no longer required. Stay organized and efficient with this automation.

  1. When this happens...
    New Merged Document
    New Merged Document
    New Merged DocumentTriggers when a merged/populated document is created.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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Start free with email
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More things you can do with Formstack Documents and Microsoft Outlook

Discover other triggers and actions you can use with Formstack Documents and Microsoft Outlook

  • Formstack Documents triggers, actions, and search
    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
    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • 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
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
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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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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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