Formstack Documents + Nutshell

Populate WebMerge documents for new leads in Nutshell CRM

Need a way to automatically populate documents from Nutshell CRM? Set up this Nutshell-WebMerge integration, and whenever you add a new lead to Nutshell, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!

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

Try this template

Supported triggers and actions

What does this mean?

Lead Won
Triggers when a lead is won.
Trigger
Instant
New Company
Triggers when new Company is created.
Trigger
Instant
New Activity
Triggers when new Activity is created.
Trigger
Instant
New Person
Triggers when new Person is created.
Trigger
Instant
New Lead
Triggers when a new Lead is created.
Trigger
Instant

Create Company
Creates a new Company.
Action
Write
Create Person
Creates a new Person.
Action
Write

Create Lead
Creates a new Lead.
Action
Write

Nutshell
Updates an existing Lead.
Scheduled
Action
Nutshell
Finds an existing Account.
Scheduled
Action
Nutshell
Finds an existing person.
Scheduled
Action
Nutshell
Finds an existing lead.
Scheduled
Action
Nutshell
Find or Create Company
Scheduled
Action
Nutshell
Find or Create Person
Scheduled
Action
Nutshell
Find or Create Lead
Scheduled
Action
Formstack Documents
Triggers when a merged/populated document is created.
Instant
Trigger
Formstack Documents
Combine multiple files into a single PDF or DOCX.
Scheduled
Action
Formstack Documents
Converts a given file to a PDF.
Scheduled
Action
Formstack Documents
Send data to your Data Route URL.
Scheduled
Action
Formstack Documents
Send data to your Merge URL.
Scheduled
Action
Formstack Documents
Extracts the field values from the given PDF file.
Scheduled
Action

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