Formstack Documents + RD Station Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and RD Station.
It's easy to connect Formstack Documents + RD Station and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
Triggers when a merged/populated document is created.
Triggers when a Lead is marked as opportunity.
Marks a deal as lost.
Combine multiple files into a single PDF or DOCX.
Send data to your Data Route URL.
Triggers when a new lead is created.
It registers a new conversion event for a contact.
Marks a deal as won.
Converts a given file to a PDF.
Send data to your Merge URL.
- Step 1: Authenticate Formstack Documents + RD Station.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.