Formstack Documents + SmartSuite

Formstack Documents + SmartSuite integrations

Create new records in SmartSuite and trigger merges in Formstack Documents

Streamline your workflow with this efficient solution. As soon as you create a new record in SmartSuite, the information is swiftly sent to Formstack Documents, generating a data route merge. This seamless connectivity ensures you're always working with up-to-date data and reduces the time spent on manual data entry. Experience smoother business processes with your SmartSuite and Formstack Documents collaboration.

When this happens...
Create RecordTriggers when new record is created.
TriggerInstant
automatically do this!
Create Data Route MergeSend data to your Data Route URL.
ActionWrite

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More things you can do with SmartSuite and Formstack Documents

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

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

- Document
  Required
- Download File
Action
Write

- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  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

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About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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Related categories

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