Create document merges in Formstack Documents when new tasks are checked in Process Street
Ensure a swift and streamlined document creation process with this automation. When a new task is checked off in the Process Street app, a document merge will instantly occur in Formstack Documents. This workflow not only increases productivity, but also eliminates the manual entry work, freeing up your time for more important tasks.
Ensure a swift and streamlined document creation process with this automation. When a new task is checked off in the Process Street app, a document merge will instantly occur in Formstack Documents. This workflow not only increases productivity, but also eliminates the manual entry work, freeing up your time for more important tasks.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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