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?
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.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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