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Formstack Documents + Microsoft Outlook

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.

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...
    Formstack DocumentsFormstack Documents
    New Merged Document

    Triggers when a merged/populated document is created.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • FileRequired

    Action
    Write
    • DocumentRequired

    • Download File

    Action
    Write
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    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
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
formstack-documents logo
formstack-documents logo

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.
Learn moreHelp

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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