Formstack Documents + Redtail CRM
Create data route merges in Formstack Documents for new Redtail CRM contacts
Streamline your document generation process effortlessly with this workflow between Redtail CRM and Formstack Documents. When a new contact is added in Redtail CRM, it will automatically create a data route merge in Formstack Documents, filling your templates with relevant contact information. Save time, minimize manual entry errors, and enhance efficiency with this seamless connection between your CRM and document creation processes.
Streamline your document generation process effortlessly with this workflow between Redtail CRM and Formstack Documents. When a new contact is added in Redtail CRM, it will automatically create a data route merge in Formstack Documents, filling your templates with relevant contact information. Save time, minimize manual entry errors, and enhance efficiency with this seamless connection between your CRM and document creation processes.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
