Formstack Documents + TrackVia Integrations
How to connect Formstack Documents + TrackVia
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Popular Formstack Documents + TrackVia workflows
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Create WebMerge data routes from new TrackVia records
Create WebMerge data routes from new TrackVia recordsCreate contracts from new contacts in TrackVia with WebMerge
Create contracts from new contacts in TrackVia with WebMerge
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New Merged DocumentTriggers when a merged/populated document is created.Trigger- Combine FilesCombine multiple files into a single PDF or DOCX.Action
- Convert File to PDFConverts a given file to a PDF.Action
- Create Data Route MergeSend data to your Data Route URL.Action
- Create Document MergeSend data to your Merge URL.Action
- Extract Field Values From PDFExtracts the field values from the given PDF file.Action
Changed RecordTriggers when a record changes.Trigger- Add RecordTriggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.Trigger
- TrackVia
Triggers when record is deleted, or if a record no longer meets the filter criteria for the view.
Instant
Trigger
- TrackVia
Add a record to a view which you specify.
Scheduled
Action
How Formstack Documents + TrackVia Integrations Work
- Step 1: Authenticate Formstack Documents and TrackVia.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.
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About TrackVia
TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.
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