Egnyte Integration

Automate the creation and storage of documents that are critical to your business.

Integration Overview

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What You Need

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Simplify file storage and management at scale

With an automated document storage process, you’ll never have to worry about hunting for files in messy email threads. Easily manage proposals, contracts, invoices, reports, and other documents.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Populate Data

Populate PDFs, Word documents, and other files with data from other apps (including Formstack Forms).

Deliver Documents

Pass generated documents to your Egnyte account for easy storage and sharing.

Route Files

Set routing logic to determine how files are passed into specific folders.

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To learn how to set up the Egnyte integration, check out this help article.

Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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