Formstack Documents + Fulcrum

Formstack Documents + Fulcrum integrations

Merge Fulcrum records with newly-changed statuses into WebMerge documents

Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will automatically trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.

When this happens...
Record UpdatedTriggers when a new record is updated.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Fulcrum and Formstack Documents

Discover other triggers and actions you can use with Fulcrum and Formstack Documents

- App
  Required
Trigger
Instant
Try It
- App
  Required
Trigger
Instant
Try It
- App
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- App
  Required
- Record Id
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Report URL
  Required
- Attachment Filename
Action
Write

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

- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

- App
  Required
Trigger
Instant
Try It
- Name
  Required
- Description
  Required
- Customer
  Required
- Status
  Required
- Start Date
  Required
- End Date
  Required
- External Job ID
  Required
Action
Write
- Record ID
  Required
- App
  Required
- Status
- Project ID
- Assigned To ID
- Latitude
- Longitude
Action
Write
- Record ID
  Required
- App
  Required
- Report Template
Action
Write
- SQL Query
  Required
- 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
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
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.

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Related categories

Documents

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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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Related categories

Forms & Surveys

Similar apps

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Related Zap Templates

Automatically populate WebMerge document templates from Fulcrum

Related Zap Templates

Automatically populate WebMerge document templates from Fulcrum