Integrate Formstack Documents with Nutshell

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

Build your own integrations between Formstack Documents and Nutshell

Connect Formstack Documents and Nutshell 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 Formstack Documents and Nutshell 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

Company created

Triggers when a new company is created

Lead added

Triggers when a new lead is added

Person created

Triggers when a new person is created

Lead won

Triggers when a new lead is won

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

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

Create lead

Creates a new lead

Create company

Creates a new company

Create person

Creates a new person

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch account

Fetches the details of an existing account by name

Fetch person

Fetches the details of an existing person by email address

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

What is Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

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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