Formstack Documents + Repsly

Formstack Documents + Repsly integrations

Add new Repsly forms to WebMerge document templates

Data from the field is essential to keeping your business running. You can use that data right away by setting up this Repsly-WebMerge integration. With this Zap, each time a new form is submitted in Repsly, Zapier will send the information over to WebMerge and populate your document templates. That way, your field data will be put to use immediately.

When this happens...
New Form With DetailsTriggers when a new form 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 Repsly and Formstack Documents

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

- Choose an Audit
  Required
Trigger
Polling
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New Client With Details
Triggers when a new client is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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New Schedule
Triggers when a new schedule is created.
Trigger
Polling
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New Visit Start
Triggers when a new visit is created.
Trigger
Polling
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New Workday End
Triggers when representative ends a workday.
Trigger
Polling
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- Code
  Required
- Name
  Required
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

New Client Status Change
Triggers when a client status is updated.
Trigger
Polling
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- Choose a Form
  Required
Trigger
Polling
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New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Polling
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New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Polling
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New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Polling
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New Workday Start
Triggers when representative starts a new workday.
Trigger
Polling
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- Code
  Required
- Name
  Required
- Product Group Code
- Product Group Name
- Active
  Required
- Tag
- Unit Price
  Required
- Ean
- Note
Action
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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Documents

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About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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