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Formsite + Formstack Documents

Create template documents from Formsite form entries with WebMerge

So your survey has ended, and you need to present personalized results to your users. Or maybe you need to present sub-sets of the data to different people. Whatever you do with the results of a Formsite form, you can save time by using this integration with WebMerge. Once you activate it, Formsite results will automatically be combined with your WebMerge document template to create a document with the data from a Formsite form entry.

So your survey has ended, and you need to present personalized results to your users. Or maybe you need to present sub-sets of the data to different people. Whatever you do with the results of a Formsite form, you can save time by using this integration with WebMerge. Once you activate it, Formsite results will automatically be combined with your WebMerge document template to create a document with the data from a Formsite form entry.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    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?
    • FormRequired

    Trigger
    Instant
    Try It
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
    • FileRequired

    Action
    Write
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • FileRequired

    Action
    Write
    • DocumentRequired

    • Download File

    Action
    Write
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

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  • Forms & Surveys

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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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