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Create Personalized Documents from Podio with WebMerge

  1. When this happensStep 1: New Item

  2. Then do thisStep 2: Create Document Merge

Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Podio contact or lead app items? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add new items to Podio.

How it Works

Zapier will watch your Podio account for new items in your lead or contact app. Whenever you add a new item, it'll copy the contact info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. An Podio Account with contact items
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

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Connect Formstack Documents + Podio in Minutes

It's easy to connect Formstack Documents + Podio and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

InstantNew Action

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

Item Updated

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

New Workspace

Triggers when you add a new space.

New Task

Triggers when you add a new task.

New Application

Triggers when you add a new app.

New Item

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

New Organization

Triggers when you add a new org.

New Activity

Triggers whenever there is activity in your stream.

New View

Triggers when a new view is added.