Create integrations between ClinchPad and Formstack Documents to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Quickly automate workflows with ClinchPad and Formstack Documents using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- New Lead
Triggers when a new lead is added.
Try It - New Merged Document
Triggers when a merged/populated document is created.
Try It - FileRequired
- DocumentRequired
- Download File
- Lead NameRequired
- StageRequired
- Size
- Assign To
- Contact Name
- Contact Designation
- Contact Email
- Contact Phone
- Contact Address
- Contact Organization
- Product Name
- Source Name
- Zone Name
- Note
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
- RouteRequired
- Download File
- FileRequired
Related categories
Related categories