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Formstack Documents + PipelineDeals Integrations

Formstack Documents logoPipelineDeals logo
Formstack Documents logoPipelineDeals logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and PipelineDeals.


Get started with workflows like: Create WebMerge documents from PipelineDeals. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Formstack Documents + PipelineDeals in Minutes

It's easy to connect Formstack Documents + PipelineDeals and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

InstantDeal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.

InstantMoved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

InstantNew Company

Triggers when a new company is created in your PipelineDeals account.

InstantNew Deal

Triggers when a new deal is created in your PipelineDeals account.

InstantNew Person

Triggers when a new person, lead, or contact is created in your PipelineDeals account.

How Formstack Documents + PipelineDeals Integrations Work

  1. Step 1: Authenticate Formstack Documents + PipelineDeals.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Formstack Documents + PipelineDeals

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