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Create custom documents by sending new Smartsheet rows to WebMerge

  1. When this happensStep 1: New Row

  2. Then do thisStep 2: Create Document Merge

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.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How It Works

  1. A new row is added in Smartsheet
  2. Zapier automatically sends the data to WebMerge

What You Need

  • Smartsheet account
  • WebMerge account
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Connect Formstack Documents + Smartsheet in Minutes

It's easy to connect Formstack Documents + Smartsheet and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

New Attachment

Triggers when a new attachment is added to a row.

New Row

Triggers when a new row is added.

Updated Row

Triggers when a row is updated.

New Comment

Triggers when a new comment is added.