Send documents to WebMerge from TrackVia records
When this happensStep 1: Add Record
Then do thisStep 2: Create Document Merge
Have data in your custom apps that you'd like to get into documents? Using Zapier, you can easily get any information you'd like from your custom TrackVia apps right into WebMerge.
How It Works
- A new record is created in TrackVia
- Zapier automatically sends data to WebMerge
What You Need
- TrackVia account
- WebMerge account