Formstack Documents + Tally integrations
Generate merged documents in Formstack Documents from new Tally submissions
Effortlessly merge your Tally submissions into Formstack Documents with this seamless workflow. When you receive a new submission in Tally, this automation will create a document merge in Formstack Documents using the submission data. Save time and streamline your document generation process without any manual intervention.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create Document MergeSend data to your Merge URL.
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More things you can do with Tally and Formstack Documents
Discover other triggers and actions you can use with Tally and Formstack Documents
- Select a formRequired
Try ItTriggerInstant- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
ActionWrite- RouteRequired
- Download File
ActionWrite- FileRequired
ActionWrite
- New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerInstant - FileRequired
ActionWrite- DocumentRequired
- Download File
ActionWrite
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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