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Formstack Documents + Smartsheet

Automatically populate WebMerge document templates from new Smartsheet rows

Looking for a way to automatically populate documents (contracts, letters, quotes, etc) with data from your Smartsheet sheets? Add this Smartsheet-WebMerge integration and Zapier will automatically send data from new rows in Smartsheet to WebMerge to populate applications, invoices, and more.

Looking for a way to automatically populate documents (contracts, letters, quotes, etc) with data from your Smartsheet sheets? Add this Smartsheet-WebMerge integration and Zapier will automatically send data from new rows in Smartsheet to WebMerge to populate applications, invoices, and more.

  1. short arrow
    long arrow
    When this happens...
    SmartsheetSmartsheet
    New Row

    Triggers when a new row is added.

    TriggerScheduled
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite

Supported triggers and actions

What does this mean?
formstack-documents logo
formstack-documents logo
formstack-documents logo

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 More

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  • Documents

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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