Cheddar
When this happens...
CheddarNew Subscription
Then do this...
WebMergeCreate Document Merge

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.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Cheddar-WebMerge integration works

  1. A new subscription is created in Cheddar
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Cheddar
  • WebMerge

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Cheddar + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Transaction

A transaction has been executed or a transaction's status has changed.

Create Data Route Merge

Send data to your Data Route URL.

New Subscription Cancellation

Subscription was canceled.

Create Document Merge

Send data to your Merge URL.

New Subscription

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

Extract Field Values From PDF

Extracts the field values from the given PDF file.

New Merged Document

Triggers when a merged/populated document is created.

Combine Files

Combine multiple files into a single PDF or DOCX.

New Bill Reminder

The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible.

Convert File to PDF

Converts a given file to a PDF.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

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.

See WebMerge Integrations