Formstack Documents + TrackVia
Formstack Documents + TrackVia
Formstack Documents + TrackVia integrations
Create WebMerge data routes from new TrackVia records
Spending too much time on all the documents associated with each TrackVia record you add? Setting up this automated connection to WebMerge will let you reclaim that time, as every new TrackVia record you add will automatically be sent to your WebMerge data route URL, from which point any number of document merges can trigger for you, taking care of everything.
- When this happens...Add RecordTriggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.
- automatically do this!Create Data Route MergeSend data to your Data Route 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
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 TrackVia
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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