Formstack Documents + Smartsheet

Create custom documents by sending new Smartsheet rows to WebMerge

Sometimes we give up on trying to find automated solutions for personalized processes because they're complex. If you've been doing this far too often with your documents from Smartsheet data, give this Smartsheet WebMerge integration a shot. Set it up and never worry about custom documents again, since all new rows added to Smartsheet will be sent to WebMerge, where SmartSheet infromation will be used to fill out your document template automatically.

Sometimes we give up on trying to find automated solutions for personalized processes because they're complex. If you've been doing this far too often with your documents from Smartsheet data, give this Smartsheet WebMerge integration a shot. Set it up and never worry about custom documents again, since all new rows added to Smartsheet will be sent to WebMerge, where SmartSheet infromation will be used to fill out your document template automatically.

  1. 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
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Supported triggers and actions

What does this mean?
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
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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.
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  • Documents

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smartsheet logo

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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Related categories

  • Spreadsheets

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