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Formstack Documents + Quickbase

Formstack Documents + Quickbase

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a new record is created.
  2. automatically do this!
    Create Document Merge
    Create Document Merge
    Create Document MergeSend data to your Merge URL.
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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
    • 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
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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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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

  • Populate quotes for deals in Quickbase with WebMerge

 

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