Formstack Documents + Harvest (Legacy)
Formstack Documents + Harvest (Legacy)
Formstack Documents + Harvest (Legacy) integrations
Create Personalized Documents in WebMerge From Harvest
Harvest is a great tool for creating quotes and invoices, but what if you want other personalized documents for your clients? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a client to Harvest.
- When this happens...New ClientTriggers when you add a new client.
- automatically do this!Create Document MergeSend data to your Merge URL.
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- 14 day trial for premium features & apps
More things you can do with Harvest (Legacy) and Formstack Documents
Discover other triggers and actions you can use with Harvest (Legacy) and Formstack Documents
- New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerInstant - FileRequired
ActionWrite- DocumentRequired
- Download File
ActionWrite
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
ActionWrite- RouteRequired
- Download File
ActionWrite- FileRequired
ActionWrite
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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About Harvest (Legacy)
Harvest gives you simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.
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