Create Personalized Documents from Podio with WebMerge
When this happensStep 1: New Item
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
- An Podio Account with contact items
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.