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VanillaSoft + Google Drive + Formstack Documents Integrations

How to connect VanillaSoft + Google Drive + Formstack Documents

Zapier lets you send info between VanillaSoft and Google Drive and Formstack Documents automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with VanillaSoft + Google Drive + Formstack Documents

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 VanillaSoft, Google Drive, and Formstack Documents. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • VanillaSoft Zap NameRequired

    • DescriptionRequired

    • VanillaSoft Project NameRequired

    • Email on Success

    • Email on ErrorRequired

    • Create New ContactsRequired

    • Flag New ContactsRequired

    • Route New Contacts as a First PriorityRequired

    • Delay Routing of New Contacts

    • Create Duplicates For Contacts That Share The Same Phone NumberRequired

    • Flag DuplicatesRequired

    • Error response for duplicate contact

    • Update existing contactsRequired

    • Update Key FieldRequired

    • Route Updated as a First PriorityRequired

    • Reopen and flag updated contacts (Recommended)Required

    Action
    Write
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    • Include Deleted

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    • FileRequired

    • Convert to Document?

    • File Name

    • File Extension

    • Idempotency Key

    Action
    Write

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How VanillaSoft + Google Drive + Formstack Documents Integrations Work

  1. Step 1: Authenticate VanillaSoft, Google Drive, and Formstack Documents.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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vanillasoft logo

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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formstack-documents logo

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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