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.

Connect Formstack Documents + RD Station in Minutes

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

InstantNew Merged Document

Triggers when a merged/populated document is created.

InstantNew Opportunity

Triggers when a Lead is marked as opportunity.

Lost Deal

Marks a deal as lost.

Combine Files

Combine multiple files into a single PDF or DOCX.

Create Data Route Merge

Send data to your Data Route URL.

InstantNew Lead Conversion

Triggers when a new lead is created.

Conversion Event

It registers a new conversion event for a contact.

Won Deal

Marks a deal as won.

Convert File to PDF

Converts a given file to a PDF.

Create Document Merge

Send data to your Merge URL.

How Formstack Documents + RD Station Integrations Work

  1. Step 1: Authenticate Formstack Documents + RD Station.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Formstack Documents + RD Station