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Formstack Documents + Smartsheet

Update rows in Smartsheet and create document merges in Formstack Documents

Stay on top of updates as they occur in Smartsheet by instantly generating a Formstack document every time a row gets updated in Smartsheet. This seamless integration ensures that your documents are always up-to-date, saving you time and effort. Maintain accuracy and consistency with this straightforward yet powerful automation.

Stay on top of updates as they occur in Smartsheet by instantly generating a Formstack document every time a row gets updated in Smartsheet. This seamless integration ensures that your documents are always up-to-date, saving you time and effort. Maintain accuracy and consistency with this straightforward yet powerful automation.

  1. When this happens...
    SmartsheetSmartsheet
    Updated Row

    Triggers when a row is updated.

    TriggerScheduled
  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

What does this mean?
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
formstack-documents logo
formstack-documents logo

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.
Learn moreHelp

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smartsheet logo
smartsheet logo

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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