Formstack Documents + Formidable Forms Integration

Integrate Formidable Forms to Formstack Documents in one click, or tell Integrately AI how you want each submission handled. Merge documents, convert files to PDF, update your records, and deliver branded files instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Documents
    Merged document is populated in Formstack Documents Instant
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
Arrow Right
2.
  • Formstack Documents
    Merge a document in Formstack Documents
  • Formstack Documents
    Create a data route merge in Formstack Documents
  • Formstack Documents
    Delete a document in Formstack Documents
  • Formstack Documents
    Convert file to PDF in Formstack Documents

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Ready WorkflowsReady Workflows ย  for Formstack Documents + Formidable Forms Integration

Capture form submissions, generate custom documents, convert files to PDF, and update records, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Formidable Forms + Formstack Documents flow

Send generated documents to storage, notify your team about new submissions, and update your spreadsheets seamlessly. Pick a combination and activate it in one click.

Formstack Documents
Formidable Forms
+
WordPressWordPress (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
F
F
W
Merge a Formstack Documents file when a Form is submitted in Formidable Forms, and create a new post in WordPress.
Every Formidable Forms submission triggers a document merge in Formstack Documents and creates a corresponding post in WordPress instantly.
F
F
W
When a Form is deleted in Formidable Forms, delete the associated merged file in Formstack Documents and remove the post in WordPress.
Keep your WordPress site and document records clean by removing related files when a submission is deleted in Formidable Forms.
F
F
W
Convert file to PDF in Formstack Documents after a Form is submitted in Formidable Forms, and update the WordPress user profile.
Generate a PDF document from a Formidable Forms submission using Formstack Documents and update the user record in WordPress.

Supported triggers and actions for Formstack Documents and Formidable Forms

Mix and match to build the exact automation you need

Formstack Documents
Formstack Documents Triggers & Actions
Instant
Merged document is populated in Formstack Documents
Triggers the automation when a document is filled with data from different sources
Try it โ†’
Merge a document in Formstack Documents
Combine multiple documents into a single file
Try it โ†’
Create a data route merge in Formstack Documents
Creates a new data route merge
Try it โ†’
Delete a document in Formstack Documents
Deletes a particular document from the system
Try it โ†’
Convert file to PDF in Formstack Documents
Convert any file format to a pdf document
Try it โ†’
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it โ†’
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it โ†’
No action is available

What can you automate with Formidable Forms + Formstack Documents?

Streamline your document generation and form workflows with powerful automated actions.

What you can automate?
๐Ÿ“„
Generate custom documents from form submissions
Trigger document merges in Formstack Documents the moment a user submits a form in Formidable Forms, eliminating manual document creation.
๐Ÿ“‹
Capture every submitted form field
Map all submitted answers from your form pages into document templates instead of only transferring basic names and email addresses.
๐Ÿ””
Notify your team instantly
Send alerts and messages to your team members as soon as a new document has been successfully merged and delivered.
๐Ÿ”€
Route submissions based on form data
Execute different document templates or data routes depending on specific field selections made during the form submission.
๐Ÿ”„
Keep records up to date
Automatically update your tracking sheets and databases whenever document statuses change or submissions are processed.
๐Ÿงน
Handle record deletions cleanly
Remove associated merged documents automatically when a corresponding form entry is deleted in Formidable Forms.
๐Ÿ“‘
Convert files to PDF format
Transform merged documents into professional PDF files immediately after form submission for easy sharing and archiving.
โ˜๏ธ
Extend your workflow to cloud storage
Save every newly generated document directly to Google Drive or other connected apps right after the merge completes.
And much more...

Who is Formidable Forms + Formstack Documents integration for?

Teams and professionals who need to generate branded documents and manage form submissions without manual copy-pasting or delayed file delivery.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Sales representatives
Sales representatives
Administrative assistants
Administrative assistants
๐Ÿ“ˆ
Performance marketers
You're running lead generation campaigns via form pages but your document generation pipeline only triggers when someone manually exports submissions, so client reports and welcome packets are always hours behind โ€” with this integration, every new submission merges instantly and your client deliverables stay current.
โฑ๏ธ
Customer support leads
You receive client intake forms on your WordPress site but your team discovers missing document records too late to assist properly, leaving customers waiting for their paperwork โ€” automating both apps means every submitted form triggers document merging instantly so your team can act without delay.
๐Ÿ“Š
Client success managers
You answer to external stakeholders who expect immediate progress reports and signed agreements following form completions, but manual compilation causes constant bottlenecks โ€” connecting these apps means every submission generates branded documents automatically and satisfies stakeholder reporting requirements.
๐Ÿ“ฆ
Operations coordinators
The volume of daily form submissions is too high for anyone to keep up with by hand, leading to unmerged templates and missed file deliveries across your systems โ€” with this integration, every submission processes automatically and your document pipeline runs smoothly at scale.
๐Ÿ’ผ
Sales representatives
You own the client onboarding step and depend on upstream form submissions to kick off contracts, but manual handoffs cause frustrating delays in sending proposals โ€” automating both apps means incoming submissions instantly trigger document creation so you can close deals faster.
๐Ÿ—‚๏ธ
Administrative assistants
You need a reliable history of all form submissions and generated documents, but you keep finding gaps where records were forgotten or mismatched โ€” integrating these apps means every form submission and merged file is logged accurately without missing a single entry.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Formstack Documents + Formidable Forms

Build and manage your Formstack Documents + Formidable Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formstack Documents + Formidable Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formidable Forms to Formstack Documents?
Frequently Asked Questions
You can connect Formidable Forms to Formstack Documents in 1 click using ready workflows or ask Integrately AI to build your automation. Link your accounts and connect with tools like Google Sheets, Gmail, and Slack instantly.
Can I automatically generate documents when a form is submitted?
Frequently Asked Questions
Can I connect Formidable Forms, Formstack Documents, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and Formstack Documents?
Frequently Asked Questions
How does Formidable Forms handle form submissions in this integration?
Frequently Asked Questions
Can I convert merged documents into PDF format automatically?
Frequently Asked Questions
Do I need coding skills to automate Formidable Forms and Formstack Documents?
Frequently Asked Questions
Is the Formidable Forms and Formstack Documents integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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