Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

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Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

Lacey Jackson
/
June 19, 2020
Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

MIN
/
June 19, 2020
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Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

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Blog

How to Use Data Routing to Populate Multiple Documents with a Single Form

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Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

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How to Use Data Routing to Populate Multiple Documents with a Single Form

Learn how to easily create multiple documents from a single data feed, such as your CRM, website form, or other software.
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Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Our Data Routing is a quick and easy way to create multiple documents from a single data feed, such as your CRM, website form, or other software. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. The information in the documents would come from the same order form, but two completely different documents would be produced.  

Using Conditional Logic, you can define which documents should be merged based on the values of pre-defined rules. This means you can also send the data from one data source to documents, if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt.

Check out our tutorial below where we set up a route to use a Formstack event registration form to populate an event ticket and a receipt.

       

Subscribe to our YouTube channel to get notified when new videos come out.

Lacey Jackson
As Formstack’s Demand Content Strategist, Lacey is focused on creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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