Integrate Formstack Documents with Zendesk Sell
Send information between Formstack Documents and Zendesk Sell automatically, without writing any code, using Zoho Flow.
Build your own integrations between Formstack Documents and Zendesk Sell
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Supported triggers and actions
Integrate Formstack Documents and Zendesk Sell 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
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact 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 contact
Creates a new contact
Create deal
Create a new deal
Create lead
Creates a new lead
Create task
Create a new task
Create task
Create a new task
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
What is Formstack Documents?
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What is Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
