Connect Smartsheet to Formstack Documents and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Smartsheet

A trigger is an event that starts your Zap and runs the workflow. For example, with Smartsheet, a trigger could be "Updated Row."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formstack Documents

An action is what takes place after the automation is triggered. For example, with Formstack Documents, the action could be "Combine Files."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Smartsheet to Formstack Documents

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Smartsheet to Formstack Documents with a Zapier template.

Our most popular template

Create custom documents by sending new Smartsheet rows to WebMerge
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Smartsheet + Formstack Documents
Automatically populate WebMerge document templates from new Smartsheet rows
Details
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Smartsheet + Formstack Documents
Update rows in Smartsheet and create document merges in Formstack Documents
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Smartsheet + Formstack Documents

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

Update rows in Smartsheet and create document merges in Formstack Documents

Smartsheet + Formstack Documents

Make work flow with AI

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Connect Smartsheet and Formstack Documents to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Smartsheet and Formstack Documents to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write

- Workspace
  Required
- New Folder Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Destination
  Required
- Choose a Sheet
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write

- Choose a Sheet
  Required
- Row
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write
- Output
  Required
- Workspace Name
  Required
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File Attachment
  Required
Action
Write

- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File Attachment
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

Learn how to automate Smartsheet on the Zapier blog

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.

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