Connect Rocket Referrals and Formstack Documents to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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How Zapier works
Zapier makes it easy to integrate Rocket Referrals with Formstack Documents - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Communication" from Rocket Referrals.
Add your action
An action happens after the trigger—such as "Combine Files" in Formstack Documents.
You’re connected!
Zapier seamlessly connects Rocket Referrals and Formstack Documents, automating your workflow.
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.
- Trigger onRequired
Try ItTriggerInstant- Trigger onRequired
Try ItTriggerInstant- Search for existing contacts byRequired
- Update onlyRequired
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
ActionWrite- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
ActionWrite
- Trigger onRequired
Try ItTriggerInstant- Trigger onRequired
Try ItTriggerInstant- New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerInstant - FileRequired
ActionWrite
For AI agents & developers
Use Rocket Referrals and Formstack Documents with AI agents and code
Beyond Zap workflows. Call Rocket Referrals and Formstack Documents actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose Rocket Referrals and Formstack Documents actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger Rocket Referrals and Formstack Documents actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* rocket-referrals / formstack-documents action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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The average user takes less than 6 minutes to set up a Zap
Connect Rocket Referrals 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.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Make work flow with AI
