Formstack Documents + Podio

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.

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.

  1. When this happens...
    PodioPodio
    New Action

    Triggers instantly when an action happens inside an app which you choose.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Scheduled
    Try It
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

Related categories

  • Documents

Similar apps

Google Docs integrationsGoogle Docs integrations

Google Docs

Documents, Google
Dropbox integrationsDropbox integrations

Dropbox

File Management & Storage
Quip integrationsQuip integrations

Quip

Documents
podio logo
podio logo

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 moreHelp

Related categories

  • Project Management

Similar apps

Teamwork integrationsTeamwork integrations

Teamwork

Project Management
Active Collab integrationsActive Collab integrations

Active Collab

Project Management
Basecamp 3 integrationsBasecamp 3 integrations

Basecamp 3

Project Management