1.Captures new submission intake
Integrate Formstack and submission capture tools to collect intake fields and attachments to trigger contract merging.
Generate merged contract when spouse email is shared
Automatically monitor new Formstack submissions across contract management inputs. Create merged contract PDFs and route them for reviewer intake when email contact preference is selected and a spouse shared contact flag is setβor so you can prevent manual document prep, reduce reviewer delays, and keep records consistent without paperwork.
How this automation accelerates contract reviewer intake
When new submissions arrive with a shared spouse email indication, delays can stall review and increase rework. This automation captures intake fields and attachments, filters to qualifying records, and creates merged contract PDFs in your document routeβso your team can review faster.
Formstackor swap with your favorite app
2.Filters qualifying email records
Integrate Filter by Zapier and rule-based gating to allow only submissions with email preference and a spouse shared contact flag to continue processing.
Filter by Zapieror swap with your favorite app
3.Creates merged contract PDF
Integrate Formstack Documents and document merge templates to map submission fields into a configured contract route and create a merged PDF for review.
Formstack Documentsor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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