Create invoices for deals in a new stage in Zendesk Sell with WebMerge
Zendesk Sell + Formstack Documents
Formstack Documents + Zendesk Sell Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and Zendesk Sell.
Get started with workflows like: Create invoices for deals in a new stage in Zendesk Sell 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 Zendesk Sell
Populate WebMerge documents for new deals in Zendesk Sell
Zendesk Sell + Formstack Documents
Connect Formstack Documents + Zendesk Sell in Minutes
It's easy to connect Formstack Documents + Zendesk Sell 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.
Updated Contact
Triggers when an existing contact is updated.
Deal Enters New Stage
Triggers when a deal enters a new stage.
New Lead
Triggers when a new lead is created.
New Note
Triggers when a new note is created.
New Contact
Triggers when a new contact is created.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
Updated Lead
Triggers when an existing lead is updated.
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
How Formstack Documents + Zendesk Sell Integrations Work
- Step 1: Authenticate Formstack Documents + Zendesk Sell.(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.