Actionist·Formstack Documents
Formstack Documents

Formstack Documents

· #493 most-used

Auto-generate PDFs and DOCX files from live data

CRMProductivityDocumentsFinanceFormsAutomation

Formstack Documents (formerly WebMerge) is a document generation platform that merges data from any source into your PDF, Word, Excel, or PowerPoint templates — producing contracts, invoices, certificates, reports, and more without manual copy-paste. Connect it to Actionist and your agents can trigger document merges the moment data changes in your CRM or form tool, combine multi-file deliverables into a single PDF, convert office files to PDF for delivery, and extract structured field values from incoming PDF documents — all without a human opening a browser.

Try Formstack Documents with ActionistVisit Formstack Documents
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual document templating, PDF form data entry, file combination, and format conversion — replacing hours of repetitive document work across sales, finance, HR, and legal with automated generation and delivery.

Schedule

What your Formstack Documents agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Formstack Documents × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~29 hrsSaved / week
6Personas served
For sales
Featured4 apps

Contract ready the moment a deal closes

When HubSpot marks a deal Closed Won, the agent pulls the client name, product, pricing, and jurisdiction from the deal record, calls Create Document Merge with the appropriate contract template, and routes the populated PDF to DocuSign for countersignature — all before the rep finishes the closing call. No manual copy-paste, no waiting for legal to template the document.

~6 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a deal is marked Closed Won in HubSpot
Trigger
Step 1
HubSpot
Deal status changes to Closed Won
read
Step 2
HubSpot
Fetch deal fields: client name, product, pricing tier, jurisdiction
write
Step 3
Formstack Documents
Create Document Merge with contract template
write
Step 4
Google Drive
Save signed-ready PDF to client folder
write
Step 5
Slack
Notify rep in Slack that contract is ready for countersignature
Result
Create Document Merge with contract templateSave signed-ready PDF to client folderNotify rep in Slack that contract is ready for countersignature
The win
Saved per run
25 min
Runs / week
~15×
Every deal closes with a contract in minutes, not days
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    60 min / week
    Manual contract templating per deal

    Reps copy client details into a Word contract template, PDF it, save it to a folder, and email it — 20 minutes per deal, every time a contract is needed.

    Sales Agent
    0 min
    Agent generates and delivers contracts automatically

    When a deal closes, the agent merges client data into the contract template and saves the PDF to the client folder — the contract is ready before the rep finishes the closing call.

  • Marketing
    40 min / week
    Manual report formatting each week

    The marketing team copies campaign metrics into a Word template, formats the tables, exports to PDF, and distributes — a 40-minute task every Monday morning.

    Marketing Agent
    0 min
    Agent generates and distributes the campaign report automatically

    Every Monday the agent merges last week's metrics into the report template and posts the PDF to Slack — no manual formatting, no distribution task.

  • Customer Support
    50 min / week
    Manual PDF form data entry into CRM

    Support agents read each submitted PDF intake form and manually type the field values into the CRM — 10 minutes per form, with transcription errors that need correcting later.

    Customer Support Agent
    0 min
    Agent extracts PDF fields and creates CRM records automatically

    When an intake PDF arrives, the agent extracts all field values and creates the CRM record in about a minute — zero rekeying, zero transcription errors.

  • Human Resources
    30 min / week
    Manual onboarding pack assembly per new hire

    HR manually fills the welcome pack template, downloads the offer letter, combines both documents into a PDF, and emails the bundle — 30 minutes per new hire.

    Human Resources Agent
    0 min
    Agent generates and delivers personalised onboarding packs automatically

    When a new hire is added, the agent merges their details into the onboarding template, combines all documents, and emails the bundle — complete before the employee's start time.

  • Finance
    90 min / week
    Manual invoice creation and PDF generation

    The finance team opens the invoice template in Word, fills in the billing details, exports to PDF, and sends it to the customer — 15 minutes per invoice, multiplied across every account.

    Finance Agent
    0 min
    Agent generates and emails invoices from billing data automatically

    When a payment event triggers or a billing date arrives, the agent merges the invoice data and emails the PDF — compliant invoices delivered to every customer without manual effort.

  • Operations
    60 min / week
    Manual weekly report assembly and distribution

    Ops manually copies KPI data into the report template, formats charts, exports to PDF, and sends it to the team — an hour of work every Monday before anyone sees the numbers.

    Operations Agent
    0 min
    Agent generates the weekly ops report from live data automatically

    Every Monday the agent reads KPI data and merges it into the report template, converting the output to PDF and posting it to Slack before the standup.

  • Legal
    40 min / week
    Manual NDA and contract document preparation

    Legal prepares each NDA or contract by opening the template, filling in the counterparty details, saving as PDF, attaching to the CRM record, and emailing — 20 minutes per document.

    Legal Agent
    0 min
    Agent generates and dispatches legal documents automatically on trigger

    When a new partner or vendor contact is created, the agent generates the appropriate NDA using the template, attaches it to the CRM, and sends it for signature — no human opens a document editor.

+ 100s of other Formstack Documents automations
Average time saved
37 hrs / person / month
Calculator

Calculate what your team saves

Team size
8 people
Hourly rate
$30 / hr
Hours saved / week
26
Hours saved / year
1,280
Annual ROI
$38,400

Based on Formstack Documents's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug Formstack Documents into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Formstack Documents using your API key and secret from the Formstack Documents account settings. The agent gains access to all document templates, Data Routes, and file operations in your account.

1
Open Formstack Documents API settings

Log in to Formstack Documents, navigate to Settings, then API. You will see your API Key and API Secret listed.

2
Copy your API Key and Secret

Copy both the API Key and the API Secret. Treat the Secret like a password and store it securely.

3
Paste into Actionist and test

Paste both values into the fields below and click Test connection. Actionist will run a read-only call to confirm the credentials are valid.

Credentials you'll need
API Key*
Formstack Documents → Settings → API → Copy your API Key
API Secret*
Formstack Documents → Settings → API → Copy your API Secret
Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

1 event your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Formstack Documents + Actionist

How does Actionist connect to Formstack Documents?
Go to the Apps tab in Actionist, find Formstack Documents, and click Connect. You will be prompted to enter your API Key and API Secret from the Formstack Documents Settings → API page. Actionist runs a read-only test call to confirm the credentials before any document actions run.
Which document formats can Actionist generate through Formstack Documents?
Formstack Documents supports PDF, Word DOCX, Excel XLSX, PowerPoint PPTX, and HTML output formats, depending on how each template is configured in your Formstack Documents account. The Create Document Merge and Create Data Route Merge actions in Actionist produce whichever output format the template is set to deliver. The Convert File to PDF action can then convert any of these output files into a PDF for delivery or archiving.
Can Actionist trigger a document merge from data in my CRM or spreadsheet?
Yes. Actionist can read a row from Google Sheets, a deal from HubSpot or Salesforce, or a record from Airtable and pass the field values directly to Create Document Merge or Create Data Route Merge. The agent maps the source fields to the corresponding merge tags in your Formstack Documents template — no manual copy-paste between systems.
What happens to a document after it is merged — can the agent deliver it automatically?
Yes. The New Merged Document trigger fires within about a minute of a merge completing. Your agent can then retrieve the output file and deliver it to any connected destination — email via Gmail, cloud storage via Google Drive or Dropbox, e-signature via DocuSign, or a Slack or Telegram notification with a download link. The agent handles the entire post-merge delivery chain without human intervention.
Can Actionist extract data from an inbound PDF and push it into another system?
Yes, using the Extract Field Values From PDF action. When a filled PDF arrives — an intake form, a supplier invoice, or a signed contract — the agent extracts the named field values and passes the structured data to any connected app, such as creating a CRM contact, updating a spreadsheet row, or opening a support ticket. The PDF must have named form fields for extraction to work; scanned image PDFs without embedded fields are not supported by this action.
How does the Combine Files action work, and what file types does it accept?
The Combine Files action merges up to five input files into a single PDF or DOCX output. You provide the files — either as URLs or as file objects passed from upstream steps — and Formstack Documents concatenates them in order. All input files must be in PDF or DOCX format for combination. This is useful for assembling multi-part deliverable packs such as a proposal plus an NDA plus a pricing schedule into a single document for the recipient.
What is the difference between Create Document Merge and Create Data Route Merge?
Create Document Merge targets a single named document template and produces one output file. Create Data Route Merge targets a Data Route — a routing layer in Formstack Documents that can fan data out to multiple templates simultaneously, apply conditional logic to choose between templates, or deliver to multiple delivery channels in one call. Use Create Document Merge for single-template generation and Create Data Route Merge when your output requirements involve branching logic or multiple document types from one data payload.
Can Actionist generate documents on a schedule without a manual trigger?
Yes. Actionist supports scheduled agent tasks that run at a time and cadence you define. For example, you can schedule the Finance Agent to generate and email invoices for all accounts due this week every Monday at 8 AM, or the Operations Agent to produce and distribute the weekly KPI report every Monday morning. Scheduled document generation that runs continuously requires a cloud runtime plan (requires cloud runtime plan).