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Formstack Documents + Salesforce

Populate documents from new Salesforce opportunities in Formstack Documents

Need a way to automatically populate documents like proposals, contracts, quotes, and more from Salesforce? Setup this Salesforce - Formstack Documents integration and each time you get a new opportunity in Salesforce, Zapier will automatically send that data over to your WebMerge template(s).

Need a way to automatically populate documents like proposals, contracts, quotes, and more from Salesforce? Setup this Salesforce - Formstack Documents integration and each time you get a new opportunity in Salesforce, Zapier will automatically send that data over to your WebMerge template(s).

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerPolling
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.