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Formstack Documents + Process Street

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.

  1. When this happens...
    Process StreetProcess Street
    New Task Checked

    Triggers when a task is checked off in a workflow.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Data Route Merge

    Send data to your Data Route URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workflow

    Trigger
    Instant
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    • Data SetRequired

    Trigger
    Instant
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    • Workflow

    • Author

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    Instant
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    • Workflow

    • Author

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    Instant
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    • Data SetRequired

    Trigger
    Instant
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    • Data SetRequired

    Trigger
    Instant
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    • Workflow

    Trigger
    Instant
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    • Workflow

    • Task

    Trigger
    Instant
    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.
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process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

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