Smartsheet + Formstack Documents Integrations

How to connect Smartsheet + Formstack Documents

Zapier lets you send info between Smartsheet and Formstack Documents automatically—no code required.

When this happens...

New Attachment

Triggers when a new attachment is added to a row.

automatically do this!

Combine Files

Combine multiple files into a single PDF or DOCX.

Popular Smartsheet + Formstack Documents workflows

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Create custom documents by sending new Smartsheet rows to WebMerge
Smartsheet + Formstack Documents
More details
When this happens
Step 1: New Row
Then do this
Step 2: Create Document Merge
See Zap details Try it
Create custom documents by sending new Smartsheet rows to WebMerge
Create custom documents by sending new Smartsheet rows to WebMerge
Smartsheet + Formstack Documents
Automatically populate WebMerge document templates from new Smartsheet rows
Smartsheet + Formstack Documents
More details
When this happens
Step 1: New Row
Then do this
Step 2: Create Document Merge
See Zap details Try it
Automatically populate WebMerge document templates from new Smartsheet rows
Automatically populate WebMerge document templates from new Smartsheet rows
Smartsheet + Formstack Documents

Supported triggers and actions

What does this mean?

Updated Row
Triggers when a row is updated.
Trigger
Scheduled
New Attachment
Triggers when a new attachment is added to a row.
Trigger
Scheduled
New Comment
Triggers when a new comment is added.
Trigger
Scheduled
New Row
Triggers when a new row is added.
Trigger
Scheduled
Create Workspace
Creates a Workspace.
Action
Write

Add Attachment to Row
Adds a file attachment to a row.
Action
Write
Add Discussion to Row
Adds discussion to row.
Action
Write

Add Row to Sheet
Add a row to a sheet.
Action
Write

Smartsheet
Copies folder to another destination.
Scheduled
Action
Smartsheet
Copies row to another sheet.
Scheduled
Action
Smartsheet
Creates a copy of the specified Workspace.
Scheduled
Action
Smartsheet
Moves row to another sheet.
Scheduled
Action
Smartsheet
Create a new sheet from an existing sheet.
Scheduled
Action
Smartsheet
Create a new sheet from a template.
Scheduled
Action
Smartsheet
Update an existing row with new values. Requires a row ID.
Scheduled
Action
Smartsheet
Send a row via email.
Scheduled
Action
Smartsheet
Send a sheet via email (as PDF or Excel).
Scheduled
Action
Smartsheet
Share a sheet.
Scheduled
Action
Smartsheet
Share a workspace.
Scheduled
Action
Formstack Documents
Triggers when a merged/populated document is created.
Instant
Trigger
Formstack Documents
Combine multiple files into a single PDF or DOCX.
Scheduled
Action
Formstack Documents
Converts a given file to a PDF.
Scheduled
Action
Formstack Documents
Send data to your Data Route URL.
Scheduled
Action
Formstack Documents
Send data to your Merge URL.
Scheduled
Action
Formstack Documents
Extracts the field values from the given PDF file.
Scheduled
Action

How Smartsheet + Formstack Documents Integrations Work

Step 1: Authenticate Smartsheet + Formstack Documents.
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.

Connect apps

Connect Smartsheet + Formstack Documents

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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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.

Learn More