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Do even more with Formstack Documents + SQL Server + Wrike
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, SQL Server, and Wrike. And don’t forget that you can add more apps and actions to create complex workflows.
New Merged Document
Triggers when a merged/populated document is created.
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DocumentRequired
Download File
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Table/ViewRequired
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OutputRequired
File Name
Your desired name of the combined file (no extension).
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
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Do you need to download this document to Zapier for another action?
FileRequired
Table/ViewRequired
We expect at least one unique (and usually autoincrement) primary key column so we can deduplicate records properly! Otherwise we will make a best guess on a random column to use to deduplicate.
Order By
Highly recommended! Usually you want the results to be most recent first so we can skim off only new results, so choose something like
date_created
or your autoincrementid
. Column names that contain a space must be enclosed within brackets[ ]
.Dedupe Key
We default to what the primary key is on the table as the unique key to deduplicate on. If you prefer another field, select it here.
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How to connect Formstack Documents + SQL Server + Wrike
- Step 1: Authenticate Formstack Documents, SQL Server, and Wrike.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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