Formstack Documents + Podio

Formstack Documents + Podio integrations

Create WebMerge document merges from new Podio actions

Dynamically create PDFs and other documents in WebMerge from new Podio actions. When you set up this Podio WebMerge integration, every time there is a new Podio action Zapier will automatically generate a new PDF, a customized Word, Excel, or PowerPoint document through your WebMerge templates.

When this happens...
New ActionTriggers when an action happens inside an app which you choose.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Podio and Formstack Documents

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

- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It

- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
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

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
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- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write
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

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

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Quip

Documents

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Teamwork

Project Management

ActiveCollab

Project Management

Basecamp

Project Management

Related Zap Templates

Create document merges in Formstack Documents from new Podio items

Related Zap Templates

Create document merges in Formstack Documents from new Podio items