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Formstack Documents + Stackby

Create document merges in Formstack Documents from new records in view in Stackby

Looking to streamline your document workflows? Whenever you add a record to a view in Stackby, this Zap will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

Looking to streamline your document workflows? Whenever you add a record to a view in Stackby, this Zap will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

  1. When this happens...
    StackbyStackby
    New Rows in a View

    Triggers when a new row is added in a view.

    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?
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    • RowRequired

    Action
    Write
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    • ColumnRequired

    • Search Text

    Action
    Search or write
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    • ViewRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    Action
    Write
    • WorkspaceRequired

    • StackRequired

    • TableRequired

    • ColumnRequired

    • Search Text

    Action
    Search
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
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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 moreHelp

Related categories

  • Documents

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stackby logo

About Stackby

Stackby brings the best of spreadsheets, databases and business APIs in a flexible collaboration platform.

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