Formstack Documents + Smartsheet Integration
Integrate Formstack Documents to Smartsheet in one click, or tell Integrately AI how you want each document handled. Generate customized files, create rows, update sheets, and keep your business records organised automatically.
Free forever.Use premium features free for 14 days.1.
Merged document is populated in Formstack Documents Instant
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
- Merge a document in Formstack Documents
- Create a data route merge in Formstack Documents
- Delete a document in Formstack Documents
- Convert file to PDF in Formstack Documents
- Add attachment to row in Smartsheet
- Search row in Smartsheet
- Update row in Smartsheet
- Add row in Smartsheet
- Send row in Smartsheet
- Copy row in Smartsheet
- Move row in Smartsheet
- Add discussion to row in Smartsheet
- Create sheet from a template in Smartsheet
- Share sheet in Smartsheet
- Create sheet from existing sheet in Smartsheet
- Send sheet in Smartsheet
- Create workspace in Smartsheet
- Copy workspace in Smartsheet
- Share workspace in Smartsheet
- Copy folder in Smartsheet
Trusted by experts at...
Ready Workflows for Formstack Documents + Smartsheet Integration
Generate documents, create rows, update sheets, notify your team, and track project data, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Formstack Documents + Smartsheet flow
Send generated files to storage, notify teams on messaging tools, and log tracking data in external platforms. Pick a combination and activate it in one click.
+
Google Drive (5)
Google Drive (5) +
DocuSign (4)
DocuSign (4) +
Slack (5)
Slack (5) +
Gmail (4)
Gmail (4) +
Google Sheets (4)
Google Sheets (4) +
HubSpot (4)
HubSpot (4) F
G
S
Upload every merged Formstack Documents file to Google Drive, and add a matching row in Smartsheet
Every merged document lands in Google Drive and creates a new row in Smartsheet instantly. No manual file management, no missing records.
F
G
S
Convert merged Formstack Documents files to PDF, save them in Google Drive, and update your Smartsheet row
Formstack Documents files convert to PDF automatically, save in Google Drive, and update your Smartsheet tracking row.
S
F
G
When a Smartsheet row is added, generate a Formstack Documents document and save a backup copy in Google Drive
New Smartsheet rows trigger Formstack Documents generation, saving a backup copy in Google Drive automatically.
S
F
G
If a Smartsheet row status changes to approved, generate a Formstack Documents file and store it in Google Drive
Approved Smartsheet rows generate documents in Formstack Documents and archive them in Google Drive instantly.
S
F
G
Use ChatGPT to summarise Smartsheet row data, generate a Formstack Documents report, and save it in Google Drive
ChatGPT summarises Smartsheet rows into Formstack Documents reports, saving the output directly in Google Drive.
Supported triggers and actions for Formstack Documents and Smartsheet
Mix and match to build the exact automation you need
Formstack Documents Triggers & Actions
Instant
Merged document is populated in Formstack Documents
Triggers the automation when a document is filled with data from different sources
Try it → Smartsheet Triggers & Actions
What can you automate with Formstack Documents + Smartsheet?
Streamline document generation and project tracking with powerful automated workflows.
🔄
Create Smartsheet rows from merged documents
Automatically add a new row in Smartsheet every time a document is populated and merged in Formstack Documents, eliminating manual data copying.
📋
Capture every submitted merge field
Map all custom form data and merge fields from Formstack Documents into separate Smartsheet columns for detailed record-keeping.
📢
Notify your team instantly on status changes
Send instant team alerts or email notifications whenever document merges finish or Smartsheet rows are updated.
🔀
Route data based on submitted field values
Apply conditional logic to direct generated documents and row updates to different project sheets based on client tier or region.
🔄
Keep tracking sheets continuously updated
Ensure your Smartsheet project boards reflect the latest document statuses and file versions without manual intervention.
🔍
Search and update instead of duplicating records
Search existing Smartsheet rows before creating new entries, updating current records to prevent duplicate data entry.
⏱️
Handle later project status changes
Trigger automated follow-ups or status adjustments in Smartsheet when document approvals or sign-offs are completed.
🔗
Extend workflows to popular cloud apps
Connect your core Formstack Documents and Smartsheet flow to Slack, Google Drive, Gmail, and 1,500+ other business apps.
And much more...
Who is Formstack Documents + Smartsheet integration for?
Teams generating automated documents and tracking data across projects benefit from seamless syncing that eliminates manual data entry and keeps records error-free.
Operations Managers
Project Coordinators
Client Success Leads
Sales Operations Teams
Implementation Specialists
Compliance Officers
📈
Operations Managers
You're compiling reports from generated files but your Smartsheet tracking base only updates when someone manually copies data, so the metrics you review are always outdated — with this integration, every merged document updates your sheet instantly and your metrics stay current.
⚡
Project Coordinators
You need to initiate deliverables as soon as paperwork is finished, but notification delays leave your team waiting on status updates — with this integration, every new document creation triggers your tracking workflow instantly and keeps operations moving.
🤝
Client Success Leads
You answer to stakeholders who expect real-time visibility into agreement statuses, but manual log updates lead to missed communications — with this integration, every document status change updates your shared sheet automatically so clients stay informed.
📊
Sales Operations Teams
The volume of generated proposals and contracts is too high for anyone to keep track of manually across multiple spreadsheets — with this integration, every document event is recorded in Smartsheet without human intervention.
🔄
Implementation Specialists
You own the onboarding stage and depend on upstream document generation to kick off new client accounts — with this integration, every new document triggers your Smartsheet onboarding queue immediately.
🗂️
Compliance Officers
You need a reliable audit history for every generated record, but manual entry leaves frustrating gaps in your audit logs — with this integration, every document merge is logged accurately in Smartsheet.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Formstack Documents + Smartsheet
Build and manage your Formstack Documents + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Formstack Documents + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Formstack Documents + Smartsheet Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Formstack Documents + Smartsheet Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Formstack Documents to Smartsheet?
You can connect Formstack Documents to Smartsheet using 1-click automations on Integrately. Select a ready template or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create a Smartsheet row whenever a document is merged in Formstack Documents?
Can I connect Formstack Documents, Smartsheet, and Slack?
What is a good Zapier alternative for Formstack Documents and Smartsheet?
How does Formstack Documents handle data when syncing with Smartsheet?
How can I update existing Smartsheet rows with Formstack Documents data?
Do I need coding skills to automate Formstack Documents and Smartsheet?
Is the Formstack Documents and Smartsheet integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Formstack Documents or Smartsheet With 1500+ Other Apps
Popular Formstack Documents Integrations
Connect Formstack Documents to document signing, storage, and CRM tools to streamline document creation workflows.
See All
Formstack Documents Integrations
Formstack Documents Integrations
No popular apps found
Popular Smartsheet Integrations
Sync Smartsheet with project management, communication, and reporting tools to keep team data synchronised across your stack.
See All
Smartsheet Integrations
Smartsheet Integrations
No popular apps found
