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Formstack Documents + TrackVia

Create WebMerge data routes from new TrackVia records

Spending too much time on all the documents associated with each TrackVia record you add? Setting up this automated connection to WebMerge will let you reclaim that time, as every new TrackVia record you add will automatically be sent to your WebMerge data route URL, from which point any number of document merges can trigger for you, taking care of everything.

Spending too much time on all the documents associated with each TrackVia record you add? Setting up this automated connection to WebMerge will let you reclaim that time, as every new TrackVia record you add will automatically be sent to your WebMerge data route URL, from which point any number of document merges can trigger for you, taking care of everything.

  1. When this happens...
    TrackViaTrackVia
    Add Record

    Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Data Route Merge

    Send data to your Data Route URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ViewRequired

    Trigger
    Instant
    Try It
    • ViewRequired

    Trigger
    Instant
    Try It
  • Formstack Documents triggers, actions, and search

    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • FileRequired

    Action
    Write
    • ViewRequired

    Trigger
    Instant
    Try It
    • ViewRequired

    Action
    Write
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
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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.
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  • Documents

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About TrackVia

TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.

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