Formsite
Formstack Documents
zapier

An automated workflow using zapier

Connects Formsite + Formstack Documents

Automatically populate WebMerge document templates from Formsite

About this workflow template

This automation scenario allows you to connect Formsite and Formstack Documents

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Formsite and Formstack Documents can also be integrated using automation tools other than zapier:

Diagram

Automatically populate WebMerge document templates from Formsite
Workflow diagram: Formsite + Formstack Documents integration

How it works?

When this trigger fires in Formsite

Formsite

New Form Result in Formsite

Triggers when a user submits a new form result.

Then this action happens in Formstack Documents

Formstack Documents

Create Document Merge in Formstack Documents

Send data to your Merge URL.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Automatically populate WebMerge document templates from Formsite.

Part I

Configure Applications

First, we need to connect Formsite and Formstack Documents to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Formsite to Zapier.

    Connect Formsite to Zapier.

    Give Zapier access to your Formsite account, using Formsite credentials.

  • Connect Formstack Documents to Zapier.

    Connect Formstack Documents to Zapier.

    Give Zapier access to your Formstack Documents account, using Formstack Documents credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Formsite

    Set up a Trigger action for Formsite

    Choose the following trigger: New Form Result (Triggers when a user submits a new form result.).

  • Then set up an Action for Formstack Documents

    Then set up an Action for Formstack Documents

    Choose this action: Create Document Merge (Send data to your Merge URL.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Formsite and Formstack Documents.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Automatically populate WebMerge document templates from Formsite!

Supported triggers and actions

  • Formstack Documents

    New merged document

    Triggers when a merged/populated document is created.

    zapier
    triggerbyzapier
  • Formstack Documents

    New document (lookup only)

    This isn't visible to end users.

    zapier
    triggerbyzapier
  • Formstack Documents

    New data route list

    Get a list of your Data Routes.

    zapier
    triggerbyzapier
  • Formstack Documents

    Merged document is populated

    Merged document is populated

    integrately
    triggerbyintegrately
  • Formstack Documents

    List routes

    List routes

    integrately
    triggerbyintegrately
  • Formstack Documents

    Create document merge

    Send data to your Merge URL.

    zapier
    actionbyzapier
  • Formsite

    Get a form

    Retrieves the specified form.

    integromat
    actionbyintegromat
  • Formsite

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • Formsite

    List form items

    Lists all items for the specified form. Items that don't store results, such as headings and images, are not included.

    integromat
    actionbyintegromat
  • Formsite

    List form results

    Lists all results for the specified form.

    integromat
    actionbyintegromat
  • Formsite

    List forms

    Lists all forms.

    integromat
    actionbyintegromat
  • Formsite

    New form result

    Triggers when a user submits a new form result.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect

Apps you need

Formsite

Formsite

Forms & Surveys

A service that enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience

Formsite is an exceptional web-based platform that allows non-technical users to effortlessly create high-quality web forms and surveys without coding or HTML knowledge. With over 100 customizable templates, you can design forms for registrations, reservations, secure orders, customer surveys, and payment collection. A user-friendly drag and drop editor enables you to create various types of forms and surveys, which are responsive and visually appealing on all devices. Formsite provides convenient options to email, analyze, share, and download them anytime. Formsite is the go-to solution for businesses and individuals seeking a reliable online form builder, guaranteeing professional and efficient results.

Formstack Documents

Formstack Documents

Documents

Online document generation software to produce pdf and word documents based on data from web services

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.