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  • Formstack Documents logoFormstack Documents logo

Cheddar + Formstack Documents

Send WebMerge template documents to new Cheddar customers

Looking for a way to automatically send welcome letters, customized invoices, and other template documents to new customers from Cheddar? Set up this Cheddar-WebMerge integration, and each time you a new subscription is created in Cheddar, Zapier will send the data to your template in WebMerge, automatically creating a new template document with your customer info.

Looking for a way to automatically send welcome letters, customized invoices, and other template documents to new customers from Cheddar? Set up this Cheddar-WebMerge integration, and each time you a new subscription is created in Cheddar, Zapier will send the data to your template in WebMerge, automatically creating a new template document with your customer info.

  1. When this happens...
    CheddarCheddar
    New Subscription

    The New Subscription event occurs when a new customer is created in Cheddar.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

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cheddar logo

About Cheddar

Recurring billing, SaaS subscription management, automated communication, and market intelligence.

Related categories

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formstack-documents logo

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.

Related categories