Formstack Documents + Quickbase

Formstack Documents + Quickbase integrations

Populate quotes for deals in Quickbase with WebMerge

Do you need a way to automatically populate documents like quotes, contracts, and proposals from Quickbase? Setup this Quickbase-WebMerge integration and Zapier will automatically send new rows in Quickbase over to your WebMerge templates.

When this happens...
New RecordTriggers when a new record is created.
TriggerPolling
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Quickbase and Formstack Documents

Discover other triggers and actions you can use with Quickbase and Formstack Documents

- Application
  Required
- Table
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Polling
Try It
- Application
  Required
- Table
  Required
Action
Write
- Application
  Required
- Table
  Required
- Record ID
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Match Condition
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It

- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

- Application
  Required
- Table
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Polling
Try It
- Application
  Required
- Table
  Required
Action
Write
- Application
  Required
- Table
  Required
- Record ID
  Required
Action
Write
- Application
  Required
- Table
  Required
- Criteria Match Condition
  Required
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

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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Related categories

Documents

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About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

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Related Zap Templates

Create WebMerge document merges from new rows in Quickbase

Related Zap Templates

Create WebMerge document merges from new rows in Quickbase