Formstack Documents + Streak

Formstack Documents + Streak integrations

Create WebMerge proposal documents for Streak deals

Looking for a way to automatically generate proposals when you get a new deal Streak CRM? This Streak-WebMerge integration can do it for you. Each time you update a deal (box) in Streak, Zapier will send the data to your template in WebMerge. It's a great way to automatically make any documents you need from Streak.

When this happens...
Box Change StageTriggers when a box changes Stage.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Streak and Formstack Documents

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

- Pipeline
  Required
Trigger
Instant
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- Stage
- Field
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or 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

Documents

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Google Docs

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Dropbox

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About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Google Contacts

Contact Management, Google

Zoho CRM

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Insightly

CRM (Customer Relationship Management)

Related Zap Templates

Merge Formstack Documents with updated Streak contacts for seamless document creation

Related Zap Templates

Merge Formstack Documents with updated Streak contacts for seamless document creation