Shopify

Easily integrate Formstack Documents with go-to eCommerce platforms like Shopify. 

Set up Document

Step 1: Set up a template within a Word document. Within the template, use merge fields like {$FirstName}, {$CompanyName}, {$Amount} to insert your customer information.

Step 2: Upload the template to Formstack Documents. Select New Document, enter a name and choose "I have a document I would like to use" from the dialogue box.

Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.

Step 3: From the Settings tab, modify options as needed. For example, create a PDF version and include the name of the customer in the file name. 

Step 4: Pick how you want it delivered like emailing it to your customer. In that case, in the "To Address" use the merge field for the customer's email address. 

If you don’t have a merge field in your document for the email address, choose <> from the dropdown, then enter something like {$Email} in the box.

Connect to Shopify

After you have updated your delivery, set up the process inside Zapier to integrate with Shopify. 

Step 1: Inside Zapier, click the New Zap button. 

Step 2: For the trigger, choose Shopify as the service and New Customer, for example, as the trigger. 

Step 3: Authenticate your Shopify account and choose the form you want to trigger the merge. 

Step 4: Choose Formstack Documents as the Action of the Zap. 

Step 5: Authenticate your Formstack Documents account and choose the created template. Zapier will populate the list of all merge fields in the document.

Step 6: Pick the corresponding fields from Shopify into the merge fields of your document. 

Step 7: Once fields are matched, save your new Zap to turn the integration on. 

Moving forward, new customer sign-ups through your Shopify will send data to your Formstack Document, and then and emailed welcome letter will be sent to your customer.