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.
- When this happens...New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
- automatically do this!Create Document Merge
Send data to your Merge URL.
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