Formstack Documents + Wufoo + Pipedrive Integrations

How to connect Formstack Documents + Wufoo + Pipedrive

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Do even more with Formstack Documents + Wufoo + Pipedrive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, Wufoo, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Scheduled
Try It
New Form
Triggers when you build a new form.
Trigger
Scheduled
Try It

- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
  If no stage is specified, the trigger will fire on any deal who's stage was updated.
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- DealRequired
- ProductRequired
- PriceRequired
  Price at which this product will be added to the deal.
- QuantityRequired
  How many items of this product will be added to the deal.
- Discount Percentage
- Comments
- Is enabled?
Action
Write
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
  The user you want to assign as a follower.
- What to add follower to?Required
Action
Write
- ContentRequired
  Supports some HTML formatting.
- Deal
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified deal?
- Person
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified person?
- Organization
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified organization?
- Lead
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
  Select user who will be marked as the owner of this lead.
- Organization
  Organization this lead will be associated with.
- Person
  Person this lead will be associated with.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
  Will overwrite current email addresses.
- Phone
  Will overwrite current phone numbers.
Action
Write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Search or write

- OutputRequired
- File Name
  Your desired name of the combined file (no extension).
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FileRequired
Action
Write
- FormRequired
Trigger
Scheduled
Try It
- Form Hash
  Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Trigger
Instant
Try It
- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write
- Form HashRequired
- Field TitleRequired
  Choose the field to perform the search upon.
- Search ValueRequired
Action
Search
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assigned To
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Status
  Note that "Not Done" is set as the default when no option is picked.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Is done?
  Note that "Not Done" is set as the default when no option is picked.
- Organization
- Person
- Deal
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

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How Formstack Documents + Wufoo + Pipedrive Integrations Work

Step 1: Authenticate Formstack Documents, Wufoo, and Pipedrive.
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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Connect Formstack Documents + Wufoo + Pipedrive

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.

Learn more

Related categories

Documents

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About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn more

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

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Formstack Documents + Wufoo + Pipedrive Integrations

How to connect Formstack Documents + Wufoo + Pipedrive

Do even more with Formstack Documents + Wufoo + Pipedrive

New Merged Document

Convert File to PDF

FileRequired

Create Document Merge

DocumentRequired

Download File

New Entry (poll)

FormRequired

New Form

New Entry

FormRequired

Create Entry

Form HashRequired

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount Percentage

Comments

Is enabled?

Create Deal

TitleRequired

Creation Date

Status

Stage

Owner

Organization

Person

Probability

Expected Close Date

Value

Currency

Add Follower

FollowerRequired

What to add follower to?Required

Create Note

ContentRequired

Deal

Pin note on specified deal?

Person

Pin note on specified person?

Organization

Pin note on specified organization?

Lead

Pin note on specified lead?

Create Person

NameRequired

Owner

Organization

Email

Phone

Update Activity

ActivityRequired

Is Done?

Subject

Assign To

Deal

Person

Due Date and Time

Duration

Note

Type

Organization

Update Lead

LeadRequired

Title

Owner

Organization