Formstack Documents + Cheddar Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and Cheddar.


Get started with workflows like: Send WebMerge template documents to new Cheddar customers. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Formstack Documents + Cheddar in Minutes

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

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

InstantNew Customer Delete

A customer record was deleted.

InstantNew Subscription Billable

The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.

InstantNew Subscription Change

Subscription pricing plan change occured (upgrade/downgrade).

InstantNew Transaction

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

InstantNew Bill Reminder

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

InstantNew Subscription

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

InstantNew Subscription Cancellation

Subscription was canceled.

InstantNew Subscription Reactivation

A previously canceled subscription has been reactivated.

How Formstack Documents + Cheddar Integrations Work

  1. Step 1: Authenticate Formstack Documents + Cheddar.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Formstack Documents + Cheddar