Formstack Documents + Fulcrum

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.

When this happens...
Record Created
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create Document Merge
Send data to your Merge URL.
ActionWrite

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Supported triggers and actions

- AppRequired
Trigger
Instant
Try It
- AppRequired
Trigger
Instant
Try It
- AppRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- AppRequired
- Record IdRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- Report URLRequired
- Attachment Filename
Action
Write

- Record IDRequired
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It

- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

- AppRequired
Trigger
Instant
Try It
- NameRequired
- DescriptionRequired
- CustomerRequired
- StatusRequired
- Start DateRequired
- End DateRequired
- External Job IDRequired
Action
Write
- Record IDRequired
- AppRequired
- Status
- Project ID
- Assigned To ID
- Latitude
- Longitude
Action
Write
- Record IDRequired
- AppRequired
- Report Template
Action
Write
- SQL QueryRequired
- Response Format
Action
Search
- Form ID
- Project ID
- Changeset ID
- Bounding Box
- Created Since
- Updated Since
- Created Before
- Updated Before
- Page
- Records Per Page
- Newest First
Action
Search
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

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.

Learn more

Related categories

Documents

Similar apps

About Fulcrum

Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.