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Create WebMerge data routes from new TrackVia records

  1. When this happensStep 1: Add Record

  2. Then do thisStep 2: Create Data Route Merge

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.

How It Works

  1. A new record is added on TrackVia
  2. Zapier automatically creates a new WebMerge data route

What You Need

  • TrackVia account
  • WebMerge account

Connect Formstack Documents + TrackVia in Minutes

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