Integrate Formstack Documents with Customerly
Send information between Formstack Documents and Customerly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Formstack Documents and Customerly
Connect Formstack Documents and Customerly 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 Customerly 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 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 or update user
Creates or updates a user
Send message
Sends a message to the specified email address
Create or update lead
Creates or updates a lead
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
What is Formstack Documents?
Similar apps
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
SIGN UP TODAYChoose the app
×No App Found
