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 all Zengine + Formstack Documents 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.
Zengine Explore Zengine →
TriggersFires when a new page or post is published on Zengine.
Fires when a form on Zengine is submitted.
Fires when a CMS item is updated on Zengine.
Publishes or updates a page on Zengine.
Creates a new CMS item on Zengine.
Updates existing content on Zengine.
Formstack Documents Explore Formstack Documents →
TriggersFires when a new note or document is created in Formstack Documents.
Fires when an existing note or document changes in Formstack Documents.
Fires when a document in Formstack Documents is sent out for signature.
Generates a new document in Formstack Documents from a saved template.
Creates a note in Formstack Documents or adds text to an existing one.
Converts a file in Formstack Documents to PDF.
Sends a document from Formstack Documents out for signature.
More Zengine + Formstack Documents workflows
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
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.
See details
See all Zengine + Formstack Documents integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate custom documents from website form submissions” between Zengine and Formstack Documents?
Yes — describe it in the box above and Knit's Integrations Agent researches Zengine and Formstack Documents'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.