Formstack Documents + Podio

Create document merges in Formstack Documents from new Podio items

Want a simple way to make personalized documents—for example, contracts or introductory letters? This Zap will let you automatically generate any personalized document you need via a document merge in Formstack Documents, any time you add new items to Podio.

Want a simple way to make personalized documents—for example, contracts or introductory letters? This Zap will let you automatically generate any personalized document you need via a document merge in Formstack Documents, any time you add new items to Podio.

  1. When this happens...
    PodioPodio
    New Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

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

    Send data to your Merge URL.

    ActionWrite
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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.
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  • Documents

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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

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