Zapier Starter Packs

Starter Packs are pre-built template bundles designed specifically for common Zapier automation workflows. Each pack includes a professional email template and matching PDF or Excel attachment template.

Ready-to-Use Templates - Import a starter pack, connect your Zapier trigger, and start sending professional emails with attachments in minutes.

Available Starter Packs

CRM integrations (HubSpot, Salesforce, Pipedrive)

Sales Proposal

E-commerce (Shopify, WooCommerce)

Order Confirmation

Payment processors (Stripe, PayPal)

Payment Receipt

Fulfillment notifications

Shipping Notification

Subscription billing

SaaS Invoice

Project management (Airtable, Monday.com)

Project Status

Google Sheets data exports

Weekly Report

Support desk (Zendesk, Freshdesk)

Ticket Resolution

Form submissions (Typeform)

Lead Magnet Delivery

Scheduling (Calendly)

Meeting Confirmation

Using Starter Packs with Zapier

Step 1: Import a Starter Pack

Go to your FormaMail dashboard
Navigate to Templates → Starter Packs
Browse and select a pack that matches your use case
Click Import to add both templates to your account

Step 2: Customize Templates (Optional)

Open the imported email template in the designer
Update branding colors, logo, and text
Modify the attachment template if needed
Save your changes

Step 3: Create Your Zap

Create a new Zap in Zapier
Choose your trigger app (e.g., Shopify, HubSpot)
Select the trigger event (e.g., “New Order”, “Deal Won”)
Add FormaMail as the action
Select Send Email with PDF or Send Email with Excel

Step 4: Map Variables

Use the mapping tables below to connect your trigger data to template variables.

Step 5: Test and Activate

Send a test email with sample data
Verify the attachment generates correctly
Turn on your Zap

Sales Proposal

Best For: CRM integrations (HubSpot, Salesforce, Pipedrive)

Trigger Events:

Deal stage changed to “Proposal Sent”
New deal created
Opportunity won

Attachment Type: PDF

Variable Mapping (HubSpot)

Template Variable	HubSpot Field	Description
`customer.name`	`{{Contact: Company}}`	Customer company name
`customer.email`	`{{Contact: Email}}`	Recipient email
`deal.name`	`{{Deal: Deal Name}}`	Deal/opportunity name
`deal.value`	`{{Deal: Amount}}`	Total deal value
`proposal.validUntil`	Calculated	Use Zapier formatter (today + 30 days)
`salesRep.name`	`{{Deal: Owner Name}}`	Sales representative
`salesRep.email`	`{{Deal: Owner Email}}`	Rep’s email

Sample Zap Configuration

Trigger: HubSpot - Deal Stage Changed
Filter: Stage = "Proposal Sent"
Action: FormaMail - Send Email with PDF
├── Template: sales-proposal-email
├── PDF Template: sales-proposal-pdf
├── To: {{Contact: Email}}
└── Variables: Mapped from HubSpot fields

Order Confirmation

Best For: E-commerce platforms (Shopify, WooCommerce, BigCommerce)

Trigger Events:

New order placed
Order paid

Attachment Type: PDF (Invoice/Receipt)

Variable Mapping (Shopify)

Template Variable	Shopify Field	Description
`customer.name`	`{{Customer: First Name}} {{Customer: Last Name}}`	Full name
`customer.email`	`{{Customer: Email}}`	Recipient email
`order.id`	`{{Order: Name}}`	Order number (#1001)
`order.date`	`{{Order: Created At}}`	Order date
`items`	`{{Line Items}}`	Array of products
`subtotal`	`{{Order: Subtotal Price}}`	Subtotal
`shippingCost`	`{{Order: Total Shipping Price}}`	Shipping
`tax`	`{{Order: Total Tax}}`	Tax amount
`total`	`{{Order: Total Price}}`	Grand total

Line Items Array

For the items array, use Zapier’s formatter or a custom Code step:

// In Zapier Code step
return {
  items: inputData.lineItems.map(item => ({
    name: item.title,
    quantity: item.quantity,
    price: item.price,
    priceFormatted: `$${item.price}`,
    sku: item.sku,
    image: item.image?.src || ''
  }))
};

Payment Receipt

Best For: Payment processors (Stripe, PayPal, Square)

Trigger Events:

Payment succeeded
Invoice paid

Attachment Type: PDF

Variable Mapping (Stripe)

Template Variable	Stripe Field	Description
`customer.name`	`{{Customer: Name}}`	Customer name
`customer.email`	`{{Customer: Email}}`	Recipient email
`payment.id`	`{{Payment Intent: ID}}`	Transaction ID
`payment.date`	`{{Payment Intent: Created}}`	Payment date
`payment.amount`	`{{Payment Intent: Amount}} / 100`	Amount (convert from cents)
`payment.currency`	`{{Payment Intent: Currency}}`	Currency code
`payment.method`	`Credit Card`	Payment method
`payment.last4`	`{{Payment Method: Card Last 4}}`	Last 4 digits

⚠️

Amount Conversion - Stripe amounts are in cents. Use Zapier’s Formatter to divide by 100.

Shipping Notification

Best For: E-commerce fulfillment notifications

Trigger Events:

Order fulfilled
Shipment created

Attachment Type: PDF (Packing Slip)

Variable Mapping (Shopify Fulfillment)

Template Variable	Shopify Field	Description
`customer.name`	`{{Customer: Name}}`	Customer name
`customer.email`	`{{Customer: Email}}`	Recipient email
`order.id`	`{{Order: Name}}`	Order number
`shipping.trackingNumber`	`{{Fulfillment: Tracking Number}}`	Tracking number
`shipping.trackingUrl`	`{{Fulfillment: Tracking URL}}`	Tracking link
`shipping.carrier`	`{{Fulfillment: Tracking Company}}`	Carrier name
`shipping.estimatedDelivery`	Calculated	Expected delivery date

SaaS Invoice

Best For: Subscription businesses, B2B invoicing

Trigger Events:

Invoice created
Subscription renewed
Payment received

Attachment Type: PDF

Variable Mapping

Template Variable	Source Field	Description
`company.name`	Static	Your company name
`company.logo`	Static	Your logo URL
`customer.name`	Trigger data	Customer/company name
`customer.email`	Trigger data	Billing email
`invoice.number`	Generated	Invoice number
`invoice.date`	Current date	Invoice date
`invoice.dueDate`	Calculated	Due date (net 30)
`items`	Trigger data	Line items array
`subtotal`	Calculated	Sum of items
`tax.rate`	Your tax rate	Tax percentage
`tax.amount`	Calculated	Tax amount
`total`	Calculated	Grand total

Project Status

Best For: Project management tools (Airtable, Monday.com, Notion)

Trigger Events:

Project status changed
Milestone completed
Weekly schedule

Attachment Type: Excel

Variable Mapping (Airtable)

Template Variable	Airtable Field	Description
`project.name`	`{{Record: Name}}`	Project name
`project.status`	`{{Record: Status}}`	Current status
`project.progress`	`{{Record: Progress}}`	0-100 percentage
`project.startDate`	`{{Record: Start Date}}`	Start date
`project.targetDate`	`{{Record: Target Date}}`	Target completion
`tasks`	Linked records	Task list array
`metrics`	Formula fields	Summary metrics

Weekly Report

Best For: Scheduled reporting from Google Sheets, databases

Trigger Events:

Schedule (weekly)
New summary row

Attachment Type: Excel

Variable Mapping (Google Sheets)

Template Variable	Google Sheets	Description
`report.title`	Cell or static	Report title
`report.period`	Date range	Reporting period
`report.generatedAt`	Current date	Generation timestamp
`metrics`	Named range	Key metrics
`data`	Sheet data	Full data export

Tip: Create a summary row in your sheet that aggregates weekly data, then use “New Row” as the trigger.

Ticket Resolution

Best For: Support desks (Zendesk, Freshdesk, Intercom)

Trigger Events:

Ticket solved
Conversation closed

Attachment Type: PDF (Transcript)

Variable Mapping (Zendesk)

Template Variable	Zendesk Field	Description
`customer.name`	`{{Ticket: Requester Name}}`	Customer name
`customer.email`	`{{Ticket: Requester Email}}`	Customer email
`ticket.id`	`{{Ticket: ID}}`	Ticket number
`ticket.subject`	`{{Ticket: Subject}}`	Ticket subject
`ticket.status`	`resolved`	Status (static)
`ticket.createdAt`	`{{Ticket: Created At}}`	Creation date
`ticket.resolvedAt`	`{{Ticket: Updated At}}`	Resolution date
`agent.name`	`{{Ticket: Assignee Name}}`	Support agent
`messages`	`{{Ticket: Comments}}`	Message thread

Lead Magnet Delivery

Best For: Marketing forms (Typeform, Google Forms, Facebook Leads)

Trigger Events:

Form submitted
Lead captured

Attachment Type: PDF (Lead magnet document)

Variable Mapping (Typeform)

Template Variable	Typeform Field	Description
`lead.name`	`{{Answer: Name}}`	Lead’s name
`lead.email`	`{{Answer: Email}}`	Lead’s email
`lead.company`	`{{Answer: Company}}`	Company (if asked)
`resource.title`	Static	Lead magnet title
`resource.description`	Static	Description
`nextSteps`	Static	Array of next actions

Meeting Confirmation

Best For: Scheduling tools (Calendly, HubSpot Meetings)

Trigger Events:

Meeting booked
Invitee created

Attachment Type: PDF (Agenda)

Variable Mapping (Calendly)

Template Variable	Calendly Field	Description
`host.name`	`{{Event: Owner Name}}`	Host name
`host.email`	`{{Event: Owner Email}}`	Host email
`attendee.name`	`{{Invitee: Name}}`	Attendee name
`attendee.email`	`{{Invitee: Email}}`	Attendee email
`meeting.title`	`{{Event: Type Name}}`	Meeting type
`meeting.startTime`	`{{Event: Start Time}}`	Start time
`meeting.endTime`	`{{Event: End Time}}`	End time
`meeting.timezone`	`{{Invitee: Timezone}}`	Timezone
`meeting.location`	`{{Event: Location}}`	Location/video link

Best Practices

1. Test with Sample Data

Always test your Zap with realistic data before going live:

1. Use Zapier's "Test" feature
2. Verify email renders correctly
3. Check PDF/Excel attachment
4. Confirm all variables populate

2. Handle Missing Data

Use Zapier’s Formatter to provide defaults:

{{Contact: Company}} or "Valued Customer"

3. Format Currency and Dates

Use Zapier’s Formatter app to:

Convert cents to dollars (÷ 100)
Format dates (November 27, 2025)
Add currency symbols ($99.00)

4. Use Pre-Formatted Fields

Our starter packs include pre-formatted fields in sample data:

priceFormatted instead of price
totalFormatted instead of total
dateFormatted instead of raw dates

Map to these fields for cleaner output.

Troubleshooting

Attachment Not Generating

Verify PDF/Excel template ID is correct
Check all required variables are mapped
Ensure array data is properly formatted

Variables Not Populating

Confirm variable names match exactly (case-sensitive)
Check for typos in {{variable}} syntax
Verify trigger data contains expected fields

Formatting Issues

Use pre-formatted fields when available
Apply Zapier Formatter for custom formatting
Test with edge cases (long text, special characters)

Next Steps

Import starter packs

Browse Templates

Full Zapier setup guide

Zapier Integration

Customize templates

Template Designer

Advanced integrations

API Reference

No-Code Integrations Overview