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Formstack Documents + Shopify

Formstack Documents + Shopify integrations

Create Personalized Reciepts and Documents from Shopify with WebMerge

Want a simple way to make customized documents—including receipts, contract letters, and more—from your Shopify account? This Zap will let you automatically create any documents you need, using a WebMerge template.

How it Works

Zapier will watch your Shopify account for new customers. Whenever a new customer is added, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.

What You Need

A Shopify account
A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

When this happens...
New CustomerTriggers when a new customer is added to your Shopify account.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Shopify and Formstack Documents

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

New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Polling
Try It
- Risk level
Trigger
Polling
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Instant
Try It
Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It

New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
New Refund
Triggers when a refund or partial refund occurs (with order details).
Trigger
Instant
Try It

New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Instant
Try It
Updated Draft Order
Triggers when a draft order is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- Order ID
  Required
- Type of Line Item to Add
  Required
- Reason for Edit
- Notify the Customer?
Action
Write
- Blog
  Required
- Title
  Required
- Author Name
  Required
- Content
  Required
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Company
  Required
- Location Name
  Required
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
Action
Write
- First Name
- Last Name
- Email Address
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Locale
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify customer
- Address line 1
- Address line 2
- City
- Country code
- Province code
- Zip code
- Tracking company
- Tracking number
- Tracking URL
Action
Write
- Initial Value
  Required
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
Action
Write
- Order
  Required
Action
Write
- Title
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Customer
  Required
- Tags
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email Address
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Locale
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send Account Invite Email
Action
Write
- Order ID
  Required
- Email
- Notes
- Remove Customer from Order
- Tags
- Additional Details
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
Action
Write
- Product ID
  Required
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Search Query
- Email
Action
Search
- Order ID
  Required
- Include Closed Fulfillment Orders
Action
Search
- Resource
  Required
- Resource ID
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Copy
- Product Title or Handle
  Required
Action
Search
- Product Variant SKU
  Required
Action
Search
- Search Query
- Email Address
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Locale
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- Product ID
  Required
- Product Variant Title
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
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

- Blog
  Required
- Blog Entry Status
Trigger
Polling
Try It
- Abandoned cart age (hours)
  Required
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Draft Order
Triggers when a new draft order is created.
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It
New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Inventory Item
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
Try It
- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Order
  Required
- Parent Transaction
  Required
- Amount
- Currency
Action
Write
- Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
  Required
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Title
- Discount - Description
- Custom Attributes
- Tags
- ShippingAddressInstructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Shipping Address - Country
- BillingAddressInstructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
- Billing Address - Country
Action
Write
- Product ID
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
Action
Write
- Adjust or Set quantity?
  Required
- The name of quantities to be changed
  Required
- The reason for the quantity changes
  Required
- Location
  Required
- Product
- Product Variant
  Required
- Quantity to Set or Adjust
Action
Write
- Email
- Product
- Product variant
- SKU
- Product quantity
- Product title
- Product price
- Currency
- Weight in grams
- Requires shipping
- Price
- Currency
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Discount - Currency
- Additional details
- Tags
- Buyer accepts marketing?
- Shipping_address_instructions
- Shipping address - First name
- Shipping address - Last name
- Shipping address - Company
- Shipping address - Phone
- Shipping address - Address
- Shipping address - Address con't
- Shipping address - City
- Shipping address - Country
- Shipping address - Country code
- Shipping address - State/Province/Region
- Shipping address - State/Province/Region code
- Shipping address - Postal/Zip code
- Billing_address_instructions
- Billing address - First name
- Billing address - Last name
- Billing address - Company
- Billing address - Phone
- Billing address - Address
- Billing address - Address con't
- Billing address - City
- Billing address - Country
- Billing address - Country code
- Billing address - State/Province/Region
- Billing address - State/Province/Region code
- Billing address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Inventory behaviour
- Financial status
- Fulfillment status
- Code
- Title
- Price
- Currency
- Source
- Source name
Action
Write
- Product ID
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Product
  Required
- Tags
  Required
Action
Write
- Inventory Item
  Required
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
Action
Write
- Product
  Required
- Product Variant
  Required
- Price
- Compare at Price
- SKU
- Barcode
- Is taxable?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse results
- Raw query
Action
Search
- Order ID
  Required
Action
Search
- Order_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Product Variant Titles
  Required
Action
Search
- Product
  Required
- Product Variant Title
  Required
Action
Search
- Copy
- Product Title or Handle
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Search or write
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

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.

Learn moreLearn moreHelpHelp

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About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn moreLearn moreHelpHelp

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eCommerce

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