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!
- When this happens...New Rows in a View
Triggers when a new row is added in a view.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps