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May 11, 2016

Automate Your Document Generation with Multi-Step Zaps

With Zapier, you can automatically integrate hundreds of 3rd party applications with WebMerge with a few clicks (and without writing any code).  Easily pull data from your favorite CRM, online form, accounting system and more, then send that data over to WebMerge to populate all of your templates.

You don't need to be a developer to build powerful integrations that will have a big impact on your business.  With Zapier + WebMerge, you'll be able to streamline your entire paperwork process without any technical knowledge needed.

Here are some great ways you can use Zapier to integrate with WebMerge to automate your document generation.



By utilizing Multi-Step Zap's, you can easily send your merged documents to many of the Zapier integration partners.  This really automates your document workflow and can save you countless hours.
 


While you are setting up a Zap to create a document merge, toggle on the "Download File" option. Then you can download the file of your newly-created document merge and use that file in a subsequent step of the same Zap.

For example, you can create a document merge whenever there is a new entry in Typeform. Then you can automatically upload that document to Google Drive.



Or try using a Zap that creates a document merge whenever a new QuickBooks invoice is added. Then the Zap will automatically attach that document to an email and send it.



Can you think of any other ways that you could utilize Zapier to integrate WebMerge into your document generation workflow?

3 min read

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