Generate Formstack Documents from any CRM page quickly
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
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Free for individuals. No CC required.
Free for individuals. No CC required.
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Trusted by Individuals and Enterprises

"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Formstack Documents in the browser
Generate Formstack Documents from CRM data on the current page with one click
Trigger document creation pre-filled with data extracted from the browser page
Push generated document links back into your CRM or project tool automatically
Build document generation workflows without switching to the Formstack Documents portal
Unlike Zapier, PixieBrix generates Formstack Documents in real time in the browser
Connect Formstack Documents to 3000+ CRM, sales, and operations tools
Integrate Formstack Documents with 3000+ apps
Formstack Documents frustrations that cost your team hours every week
  • Manually copying data from CRM or databases into Formstack Documents merge fields
  • Context switching between Formstack Documents and Salesforce or HubSpot to gather data
  • Repetitive document generation when the data already exists in other systems
  • No quick in-browser way to trigger document generation from a CRM deal or contact page
  • Pulling Formstack Documents generation history into CRM records requires manual steps

Chat with AI to create your first custom workflow

Extract the deal data from this CRM page and generate the appropriate Formstack Document
Based on the deal terms visible on this page, generate a Formstack contract document
Pull the billing details from this page and create a Formstack invoice document
After generating the Formstack Document, save the link to the related CRM record
Use the opportunity data on this page to generate a Formstack proposal document
Summarize the key terms of the Formstack Document generated from this page

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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