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Formstack Documents + SugarCRM 6.2-5 Integrations

Formstack Documents logoSugarCRM 6.2-5 logo
Formstack Documents logoSugarCRM 6.2-5 logo

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.

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 Case

Triggers when you add a new case.

New Contact

Triggers when you add a new contact.

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 Field

Triggers when you add a new field to a module.

New Lead

Triggers when you add a new lead.

New Module

Triggers when you add a new module.

New Opportunity

Triggers when you add a new opportunity.

New Task

Triggers when you add a new task.

New User

Triggers when you add a new user.

How Formstack Documents + SugarCRM 6.2-5 Integrations Work

  1. Step 1: Authenticate Formstack Documents + SugarCRM 6.2-5.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Formstack Documents + SugarCRM 6.2-5

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