Integrate Pipefy with Formstack Documents

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

Build your own integrations between Pipefy and Formstack Documents

Connect Pipefy and Formstack Documents with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Pipefy and Formstack Documents using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Card expired

Triggers when a card expires in the selected pipe

New card

Triggers when a new card is created in the selected pipe

Card overdue

Triggers when a card is overdue in the selected pipe

Card late

Triggers when a card in the selected pipe exceeds maximum lead time

Card done

Triggers when a card is done in the selected pipe

Card moved

Triggers when a card is moved in the selected pipe

New Merged Document

Triggers when a merged or populated document is created

All Actions - Actions are the automated tasks

Create card

Creates a card in the selected pipe

Delete card

Deletes the selected card

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 Pipefy?

Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.

Project Management

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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