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Formstack Documents + Process Street

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.

  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 Document Merge

    Send data to your Merge 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

    Trigger
    Instant
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    • Workflow

    • Author

    Trigger
    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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  • Documents

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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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