Formstack Documents + Streak
Merge Formstack Documents with updated Streak contacts for seamless document creation
Keep your Formstack Documents up to date with this effortless Streak workflow. Whenever you update a contact in Streak, a document merge will be created in Formstack Documents, ensuring that your documents always contain the latest information. Streamline your document management process and stay organized with this seamless integration.
Keep your Formstack Documents up to date with this effortless Streak workflow. Whenever you update a contact in Streak, a document merge will be created in Formstack Documents, ensuring that your documents always contain the latest information. Streamline your document management process and stay organized with this seamless integration.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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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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DocumentsAbout Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
