Populate proposals from new opportunities in SugarCRM with WebMerge
SugarCRM 6.2-5 + Formstack Documents
Formstack Documents + SugarCRM 6.2-5 Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and SugarCRM 6.2-5.
Get started with workflows like: Populate proposals from new opportunities in SugarCRM with WebMerge. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.
Popular Ways to Connect Formstack Documents and SugarCRM 6.2-5
Connect Formstack Documents + SugarCRM 6.2-5 in Minutes
It's easy to connect Formstack Documents + SugarCRM 6.2-5 and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
InstantNew Merged Document
Triggers when a merged/populated document is created.
New Contact
Triggers when you add a new contact.
New Field
Triggers when you add a new field to a module.
New Module
Triggers when you add a new module.
New Task
Triggers when you add a new task.
New Case
Triggers when you add a new case.
New Entry (Other Module)
Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)
New Lead
Triggers when you add a new lead.
New Opportunity
Triggers when you add a new opportunity.
New User
Triggers when you add a new user.
How Formstack Documents + SugarCRM 6.2-5 Integrations Work
- Step 1: Authenticate Formstack Documents + SugarCRM 6.2-5.(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.