Integrate Formstack Documents with Livespace
Send information between Formstack Documents and Livespace automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Formstack Documents and Livespace 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
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
All Actions - Actions are the automated tasks
Create Document Merge
Creates a document merge by sending data to merge URL
Create Data Route Merge
Creates a data route merge by sending data to your data route URL
Add deal note
Adds a note to the specified deal
Create task
Creates a new task
Create person
Creates a new person
Create company
Creates a new company
Add person note
Adds a note to the specified person
Add company note
Adds a note to the specified company
Create deal
Creates a new deal
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch person
Fetches the details of an existing person
What is Formstack Documents?
Similar apps
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Toto
Technical Engineer, Master Liveaboards
