Formstack Documents + Outgrow

Create Formstack Documents field values from new Outgrow leads

Quickly process leads from your Outgrow app by extracting valuable information from PDFs with this efficient workflow. When a new lead is generated in Outgrow, this automation extracts desired field values from a PDF using Formstack Documents. This expedites lead analysis, allowing you to focus on nurturing relationships and growing your business.

When this happens...
New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
TriggerScheduled
automatically do this!
Extract Field Values From PDF
Extracts the field values from the given PDF file.
ActionWrite

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Supported triggers and actions

What does this mean?

- Calculator / QuizRequired
Trigger
Scheduled
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New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

- Calculator / QuizRequired
- SegmentRequired
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

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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