How to connect Smartsheet + Formstack Documents
Zapier lets you send info between Smartsheet and Formstack Documents automatically—no code required.
Popular Smartsheet + Formstack Documents workflows
- Create custom documents by sending new Smartsheet rows to WebMerge
Create custom documents by sending new Smartsheet rows to WebMerge
- Automatically populate WebMerge document templates from new Smartsheet rows
Automatically populate WebMerge document templates from new Smartsheet rows
Connect your apps and automate workflows
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- Updated RowTriggers when a row is updated.Trigger
- New AttachmentTriggers when a new attachment is added to a row.Trigger
- New CommentTriggers when a new comment is added.Trigger
- New RowTriggers when a new row is added.Trigger
- Create WorkspaceCreates a Workspace.Action
- Add Attachment to RowAdds a file attachment to a row.Action
- Add Discussion to RowAdds discussion to row.Action
- Add Row to SheetAdd a row to a sheet.Action
- 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 and 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.
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