Create data route merges in Formstack Documents from new checked tasks in Process Street
Accelerate your document management with this workflow. When you check off a new task in Process Street, it instantly initiates a data route merge in Formstack Documents. This implementation not only saves you time but also ensures your Formstack documents are up-to-date with your latest tasks, enhancing your efficiency and productivity.
Accelerate your document management with this workflow. When you check off a new task in Process Street, it instantly initiates a data route merge in Formstack Documents. This implementation not only saves you time but also ensures your Formstack documents are up-to-date with your latest tasks, enhancing your efficiency and productivity.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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