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Formstack Documents + Salesforce Integrations

Formstack Documents logoSalesforce logo
Formstack Documents logoSalesforce logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and Salesforce.


Get started with workflows like: Populate documents from new Salesforce opportunities in Formstack Documents. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Formstack Documents + Salesforce in Minutes

It's easy to connect Formstack Documents + Salesforce 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 Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How Formstack Documents + Salesforce Integrations Work

  1. Step 1: Authenticate Formstack Documents + Salesforce.
    (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 + Salesforce

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