How to connect Formstack Documents + Redtail CRM + Jotform
Zapier lets you send info between Formstack Documents and Redtail CRM and Jotform automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Formstack Documents + Redtail CRM + Jotform
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, Redtail CRM, and Jotform. And don’t forget that you can add more apps and actions to create complex workflows.
New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
Activity Created
Triggers when a new activity is created in your database.
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OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
Activity Deleted
Triggers when an activity is deleted in your database.
Try It
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How Formstack Documents + Redtail CRM + Jotform Integrations Work
- Step 1: Authenticate Formstack Documents, Redtail CRM, and Jotform.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.