Integrate PersistIQ with Formstack Documents

Send information between PersistIQ and Formstack Documents automatically, without writing any code, using Zoho Flow.

Build your own integrations between PersistIQ and Formstack Documents

Connect PersistIQ and Formstack Documents with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate PersistIQ and Formstack Documents using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Merged Document

Triggers when a merged or populated document is created

All Actions - Actions are the automated tasks

Create or update lead

Creates a new lead. Updates the details if it already exists.

Add DNC domain

Adds a new Do Not Contact domain

Add lead to campaign

Adds a lead to an existing campaign

Update prospect status

Updates the status of an existing prospect

Remove lead from campaign

Removes the specified lead from an existing campaign

Create Document Merge

Creates a document merge by sending data to merge URL

Create Data Route Merge

Creates a data route merge by sending data to your data route URL

What is PersistIQ?

PersistIQ is an email automation tool that lets you send personalized emails, email follow-ups, email campaigns, and bulk emails. It also allows custom sequence building, A/B testing, analytics, and more.

CRM

What is Formstack Documents?

Formstack Documents is an online platform that allows you to streamline your paperwork process. You can customize your document templates, route data, add dynamic content based on data collected, and even set up conditions for your delivery options.

Documents Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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