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.
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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
New Merged Document
Triggers when a merged/populated document is created.
Retently to Formstack Documents
Convert File to PDF
Converts a given file to a PDF.Create Document Merge
Sends data to your Merge URL.Combine Files
Combines multiple files into a single PDF or DOCX.Create Data Route Merge
Sends data to your Data Route URL.Extract Field Values From PDF
Extracts the field values from the given PDF file.Related blog posts
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