Airtable + Formstack Documents

Airtable + Formstack Documents integrations

Create document merges in Formstack Documents from new records In view in Airtable

Need a way to automatically populate quotes and other documents from Airtable? Set up this Airtable-WebMerge integration, and whenever you add a record to a view in Airtable, this Zap will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

When this happens...
New RecordTriggers when a new record is created or new or existing records when first added to a selected view.
TriggerPolling
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Airtable and Formstack Documents

Discover other triggers and actions you can use with Airtable and Formstack Documents

- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
- Record
  Required
- Comment
  Required
Action
Write
- CacheCopy
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Help Text
- Primary lookup field
  Required
- Secondary lookup field
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write

- Base
  Required
- Table
  Required
- Number of Records
  Required
Action
Write
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search

- Base
  Required
- Search Keyword
  Required
- Search In
Action
Search
- Search Keyword
  Required
Action
Search
- Base
  Required
- Table
  Required
Action
Search
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
Action
Write
- Name
  Required
- Workspace ID
  Required
- Number of Tables
  Required
Action
Write
- Base
  Required
- Table Name
  Required
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Record ID
  Required
Action
Search
- Base
  Required
- Table ID
  Required
Action
Search
- Base ID
  Required
Action
Search
- Base
  Required
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn moreLearn moreHelpHelp

Related categories

Databases

Similar apps

Quickbase

App Builder

Zoho Creator

App Builder, Zoho

Smartsheet

Spreadsheets

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.

Learn moreLearn moreHelpHelp

Related categories

Documents

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Quip

Documents

Related Zap Templates

Create Formstack Document merges for new Airtable records

Create document merges in Formstack Documents from new or updated Airtable records

Create data routes in Formstack Documents from new Airtable records