Create custom documents by sending new Smartsheet rows to WebMerge
When this happensStep 1: New Row
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
- A new row is added in Smartsheet
- Zapier automatically sends the data to WebMerge
What You Need
- Smartsheet account
- WebMerge account