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Formstack Documents + Stackby

Formstack Documents + Stackby

Formstack Documents + Stackby integrations

Create document merges in Formstack Documents from new records in view in Stackby

Looking to streamline your document workflows? Whenever you add a record to a view in Stackby, this Zap will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

  1. When this happens...
    New Rows in a View
    New Rows in a View
    New Rows in a ViewTriggers when a new row is added in a view.
    TriggerPolling
  2. automatically do this!
    Create Document Merge
    Create Document Merge
    Create Document MergeSend data to your Merge URL.
    ActionWrite
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More things you can do with Stackby and Formstack Documents

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

    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    • Row
      Required
    Action
    Write
    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    • Column
      Required
    • Search Text
    Action
    Search or write
    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    • View
      Required
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    Action
    Write
    • Workspace
      Required
    • Stack
      Required
    • Table
      Required
    • Column
      Required
    • Search Text
    Action
    Search
  • Formstack Documents triggers, actions, and search
    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    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 Stackby
Stackby brings the best of spreadsheets, databases and business APIs in a flexible collaboration platform.
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