Formstack Documents + SharpSpring

Formstack Documents + SharpSpring integrations

Create WebMerge documents for new opportunities in SharpSpring

Need a way to populate contracts, quotes, agreements and other documents automatically when you add new Opportunities to SharpSpring? Set up this SharpSpring-WebMerge integration to handle that for you. For every new SharpSpring opportunity, Zapier will use information from that opportunity to complete a WebMerge template.

When this happens...
New OpportunityA new Opportunity is created in SharpSpring.
TriggerPolling
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with SharpSpring and Formstack Documents

Discover other triggers and actions you can use with SharpSpring and Formstack Documents

New Account
A new Account is created in SharpSpring.
Trigger
Polling
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write

- Document
  Required
- Download File
Action
Write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
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- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

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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Related categories

Documents

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Google Docs

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Dropbox

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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier