Formstack Documents Connector for Creatio
Our Formstack Documents connector for Creatio enables Windows and Mac users to have a common means of creating document templates, and filling those templates with data from Creatio.
Formstack Documents is a No-code document template builder enabling users to create responsive documents that dynamically adapt to conditional logic placed on the document. Embed Formstack Documents generation directly into your existing Creatio business processes, create buttons or other onscreen triggers within Creatio that can automatically generate documents, and deliver them where you need them (internally to your team members or externally to the customer).
- Empower Mac and Windows users to create and customize document templates using a drag-and-drop builder.
- Generate documents into any supported format: PDF, Microsoft Word, Microsoft Excel, HTML, email, or picture (.jpg).
- Push Creatio data from any section into a Formstack Documents template - manually through buttons or other onscreen triggers or automatically via business processes.
- Connect Formstack's suite of products to create a synergy between Form fills, Document generation, and eSignature.
- Define delivery methods for each Formstack Document to go to internal users of Creatio or directly to customers.
** While this connector is free, it does require an active subscription to Formstack Documents to function properly.
Cost: Free**
