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).
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
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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DocumentsAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
