1.Creates new record trigger
Integrate SmartSuite and record-mapping fields to map SmartSuite record values to document merge fields for equipment installs.
Generate equipment install documents for field project records
Automatically detect new equipment install records across SmartSuite and Formstack Documents. Create and update PDF install documents when equipment install record created, project reference added, or work order reference addedβso you can generate documents, attach checklists, and avoid manual paperwork.
How this automation generates install document PDFs for field projects
When new equipment install records get created, document gaps can delay field work. This automation maps merge fields and filters qualifying records and creates install PDF documents with checklistsβso you can avoid manual paperwork.
SmartSuiteor swap with your favorite app
2.Filters qualifying install records
Integrate Filter by Zapier and validation rules to continue only when equipment type matches and required install details exist.
Filter by Zapieror swap with your favorite app
3.Merges data into PDF
Integrate Formstack Documents and template merge fields to select the install template and map fields for PDF creation.
Formstack Documentsor swap with your favorite app
4.Attaches checklist to PDF
Integrate Formstack Documents and document output settings to set PDF output and attach the configured installation checklist.
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