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Formstack Documents + Planfix Integrations

How to connect Formstack Documents + Planfix

Zapier lets you send info between Formstack Documents and Planfix automatically—no code required.

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PlanfixPlanfix
Delete Comment

Trigger when a comment is deleted

automatically do this!
Formstack DocumentsFormstack Documents
Combine Files

Combine multiple files into a single PDF or DOCX.

Supported triggers and actions

What does this mean?

How Formstack Documents + Planfix Integrations Work

  1. Step 1: Authenticate Formstack Documents + Planfix.
    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.
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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.
Learn More

Related categories

Documents

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About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn More

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