Formstack Documents + TrackVia integrations
Send changed TrackVia records to WebMerge
Keeping track of data in your different apps can be difficult, especially when you need to move that data elsewhere. If you use something like TrackVia to create custom apps, use Zapier to help you move information over to WebMerge.
- When this happens...Changed RecordTriggers when a record changes.
- automatically do this!Create Document MergeSend data to your Merge URL.
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More things you can do with TrackVia and Formstack Documents
Discover other triggers and actions you can use with TrackVia and Formstack Documents
- ViewRequired
Try ItTriggerInstant- ViewRequired
Try ItTriggerInstant- New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerInstant - FileRequired
ActionWrite
- ViewRequired
Try ItTriggerInstant- ViewRequired
ActionWrite- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
ActionWrite- RouteRequired
- Download File
ActionWrite
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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TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.
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