Automatically populate WebMerge document templates from Fulcrum
Need a way to automatically populate documents (reports, contracts, etc) with data from Fulcrum apps? Add this Fulcrum-WebMerge integration and Zapier will automatically send data from new records to WebMerge to populate letters, invoices, and more.
Need a way to automatically populate documents (reports, contracts, etc) with data from Fulcrum apps? Add this Fulcrum-WebMerge integration and Zapier will automatically send data from new records to WebMerge to populate letters, invoices, and more.
- When this happens...Record Created
Triggers when a new record is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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- 14 day trial for premium features & apps
AppRequired
Try ItAppRequired
Try ItAppRequired
LatitudeRequired
LongitudeRequired
New Merged Document
Triggers when a merged/populated document is created.
Try It
AppRequired
Try ItNameRequired
DescriptionRequired
CustomerRequired
StatusRequired
Start DateRequired
End DateRequired
External Job IDRequired
AppRequired
Record IdRequired
LatitudeRequired
LongitudeRequired
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5