Formstack Documents + TrackVia
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.
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 Record
Triggers 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 Merge
Send data to your Data Route URL.
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