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Caspio + Formstack Documents

Merge new Caspio records with documents on WebMerge

Using information from Caspio to prepare your paperwork? Save yourself some time by having Zapier put things together for you automatically. This Caspio WebMerge integration will take all the information from any new record created on Caspio and merge it with the indicated WebMerge document every time once it's active.

Using information from Caspio to prepare your paperwork? Save yourself some time by having Zapier put things together for you automatically. This Caspio WebMerge integration will take all the information from any new record created on Caspio and merge it with the indicated WebMerge document every time once it's active.

  1. When this happens...
    CaspioCaspio
    New Record

    Triggers when a new record is added to your chosen table.

    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

What does this mean?
    • TableRequired

    Trigger
    Instant
    Try It
    • TableRequired

    Trigger
    Instant
    Try It
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • FileRequired

    Action
    Write
    • TableRequired

    Trigger
    Instant
    Try It
    • TableRequired

    Action
    Write
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
caspio logo
caspio logo

About Caspio

Caspio is a cloud platform for creating custom database applications fast and without coding.
Learn more

Related categories

  • App Builder
formstack-documents logo
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.

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