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  • Fulcrum logoFulcrum logo

Formstack Documents + Fulcrum

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.

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.

  1. When this happens!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
  • Formstack Documents triggers, actions, and search
    New Merged Document
    Triggers when a merged/populated document is created.
    Trigger
    Instant
  • Formstack Documents triggers, actions, and search
    Combine Files
    Combine multiple files into a single PDF or DOCX.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Convert File to PDF
    Converts a given file to a PDF.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Create Data Route Merge
    Send data to your Data Route URL.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Create Document Merge
    Send data to your Merge URL.
    Action
    Write
  • Formstack Documents triggers, actions, and search
    Extract Field Values From PDF
    Extracts the field values from the given PDF file.
    Action
    Write
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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 more

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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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