Formstack Documents Zengine

Publish web pages when document signatures are completed

When a client contract is sent for signature in Formstack Documents, automatically publish a draft onboarding page on Zengine to welcome the client.

Try:

See all Formstack Documents + Zengine integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Formstack Documents Explore Formstack Documents →

Triggers
New note created

Fires when a new note or document is created in Formstack Documents.

Note updated

Fires when an existing note or document changes in Formstack Documents.

Document sent for signature

Fires when a document in Formstack Documents is sent out for signature.

Actions
Create a document from a template

Generates a new document in Formstack Documents from a saved template.

Create or append to a note

Creates a note in Formstack Documents or adds text to an existing one.

Convert a document to PDF

Converts a file in Formstack Documents to PDF.

Send a document for signature

Sends a document from Formstack Documents out for signature.

Zengine Explore Zengine →

Triggers
Page published

Fires when a new page or post is published on Zengine.

Form submitted

Fires when a form on Zengine is submitted.

CMS item updated

Fires when a CMS item is updated on Zengine.

Actions
Publish page

Publishes or updates a page on Zengine.

Create CMS item

Creates a new CMS item on Zengine.

Update content

Updates existing content on Zengine.

Generate custom documents from website form submissions When a site visitor submits a form in Zengine, automatically create a tailored document from a template in Formstack Documents for review or delivery. See details
Create CMS collection items when notes are updated When a content draft note is updated in Formstack Documents, automatically create a new CMS item in Zengine ready for publishing. See details

See all Formstack Documents + Zengine integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Publish web pages when document signatures are completed” between Formstack Documents and Zengine?

Yes — describe it in the box above and Knit's Integrations Agent researches Formstack Documents and Zengine's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Formstack Documents to Zengine speed up website content updates?

You can automatically push draft notes or approved documentation from Formstack Documents straight into Zengine as fresh web pages or CMS items without manually copying text.

Can website contact form submissions in Zengine generate documents in Formstack Documents?

Yes, when a user submits a form on your website via Zengine, you can automatically generate customized document templates or meeting notes in Formstack Documents.

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