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Connect Formstack Documents to Smartsheet and automate any workflow

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SmartsheetSmartsheet
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Formstack Documents with Smartsheet - no code necessary. See how you can get setup in minutes.

Select a trigger from Formstack Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Formstack Documents, a trigger could be "New Merged Document."
A trigger is the event that kicks off your automated workflow.

Setup an action from Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formstack Documents to Smartsheet

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Triggers and actions are the main components of every automated workflow.

Connect Formstack Documents and Smartsheet to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Formstack Documents and Smartsheet to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • 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
    • Choose a Sheet
      Required
    Trigger
    Scheduled
    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 Smartsheet
    Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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