Process Plan + Formstack Documents + Gmail Integrations
How to connect Process Plan + Formstack Documents + Gmail
Zapier lets you send info between Process Plan and Formstack Documents and Gmail automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Process Plan + Formstack Documents + Gmail
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 Process Plan, Formstack Documents, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
Process TemplateRequired
When This Field Is UpdatedRequired
Try ItProcess TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Canceled (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Try It
Process TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Assigned (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Task Is Completed (No Selection = Any Tasks)
When This Task Response Is Used (No Selection = Any Response)
Try ItProcess TemplateRequired
Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Try It
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How Process Plan + Formstack Documents + Gmail Integrations Work
- Step 1: Authenticate Process Plan, Formstack Documents, and Gmail.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.
About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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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.
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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
