Formstack Documents + SmartSuite
Create new records in SmartSuite and trigger merges in Formstack Documents
Streamline your workflow with this efficient solution. As soon as you create a new record in SmartSuite, the information is swiftly sent to Formstack Documents, generating a data route merge. This seamless connectivity ensures you're always working with up-to-date data and reduces the time spent on manual data entry. Experience smoother business processes with your SmartSuite and Formstack Documents collaboration.
Streamline your workflow with this efficient solution. As soon as you create a new record in SmartSuite, the information is swiftly sent to Formstack Documents, generating a data route merge. This seamless connectivity ensures you're always working with up-to-date data and reduces the time spent on manual data entry. Experience smoother business processes with your SmartSuite and Formstack Documents collaboration.
- When this happens...Create Record
Triggers when new record is created.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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SolutionRequired
TableRequired
Try ItSolutionRequired
TableRequired
SolutionRequired
New Merged Document
Triggers when a merged/populated document is created.
Try It
SolutionRequired
TableRequired
Try ItSolutionRequired
SolutionRequired
TableRequired
RecordRequired
OutputRequired
File Name
File 1Required
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