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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.

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.

  1. When this happens...
    FulcrumFulcrum
    Record Created

    Triggers when a new record is created.

    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?
    • AppRequired

    Trigger
    Instant
    Try It
    • AppRequired

    Trigger
    Instant
    Try It
    • AppRequired

    • LatitudeRequired

    • LongitudeRequired

    Action
    Write
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • AppRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • DescriptionRequired

    • CustomerRequired

    • StatusRequired

    • Start DateRequired

    • End DateRequired

    • External Job IDRequired

    Action
    Write
    • AppRequired

    • Record IdRequired

    • LatitudeRequired

    • LongitudeRequired

    Action
    Write
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
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.
Learn moreHelp

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  • Documents

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fulcrum logo
fulcrum logo

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.

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