Integrate Agile CRM with Formstack Documents

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

Build your own integrations between Agile CRM and Formstack Documents

Connect Agile CRM 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 Agile CRM and Formstack Documents using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

New Task

Triggers when a new task is created

New Merged Document

Triggers when a merged or populated document is created

All Actions - Actions are the automated tasks

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Data Route Merge

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

Create Document Merge

Creates a document merge by sending data to merge URL

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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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CEO, Lakeside CNC Group

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