Integrate Formstack Documents with Retently
Automatically generate personalized documents such as thank-you letters or service improvement plans based on NPS/CSAT survey responses, or update customer documents when their satisfaction scores change.
Start Free Trial
About Formstack Documents
Formstack Documents automates the generation of PDF and Word DOCX documents merged with data from online services, facilitating the creation of contracts, invoices, applications, and other documents.
Formstack Documents to Retently
1
New Merged Document
Triggers when a merged/populated document is created.Retently to Formstack Documents
1
Convert File to PDF
Converts a given file to a PDF.2
Create Document Merge
Sends data to your Merge URL.3
Combine Files
Combines multiple files into a single PDF or DOCX.4
Create Data Route Merge
Sends data to your Data Route URL.5
Extract Field Values From PDF
Extracts the field values from the given PDF file.
Greg Raileanu
Similar Documents integrations
DocubeezapierIntegrate to trigger NPS/CSAT surveys based on workflow completion or specific events, sync customer...
Learn more
MicrospacezapierUse Retently to trigger surveys after customer interactions within Microspace, sync customer insights with...
Learn more
PandaDoczapierTrigger NPS/CSAT surveys after a document is signed or sent, sync customer contact details...
Learn more
RevnuezapierTrigger NPS/CSAT surveys after significant contract updates or customer interactions, sync customer profiles between...
Learn more
WoodpeckerzapierSync customer profiles between Woodpecker and Retently to ensure accurate data for document automation,...
Learn more
WordsmithzapierAutomatically generate personalized feedback reports or summaries for customers based on their NPS, CSAT,...
Learn more