Create integrations between Formstack Documents and Zoho CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Formstack Documents and Zoho CRM using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Merged Document
Triggers when a merged/populated document is created.
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DocumentRequired
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
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FileRequired
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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