Formstack Documents + Quickbase integrations
Create WebMerge document merges from new rows in Quickbase
Do you need a way to automatically populate documents with info from Quickbase? Instead of manually merging contracts, proposals, and letters, use Zapier to automatically send new rows from Quickbase to your Document Template in WebMerge. Once you've set up this Zapier workflow, it will quietly work in the background and you can find populated documents in your WebMerge account whenever you need them.
- When this happens...New RecordTriggers when a new record is created.
- automatically do this!Create Document MergeSend data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Quickbase and Formstack Documents
Discover other triggers and actions you can use with Quickbase and Formstack Documents
- ApplicationRequired
- TableRequired
- Criteria Field
- Criteria Operator
- Criteria Value
Try ItTriggerPolling- ApplicationRequired
- TableRequired
ActionWrite- ApplicationRequired
- TableRequired
- Record IDRequired
ActionWrite- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- 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
ActionSearch
- ApplicationRequired
- TableRequired
- Criteria Field
- Criteria Operator
- Criteria Value
Try ItTriggerPolling- ApplicationRequired
- TableRequired
ActionWrite- ApplicationRequired
- TableRequired
- Record IDRequired
ActionWrite- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- 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
ActionSearch or write
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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Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.
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