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Formstack Documents + Zapier Tables

Create document merges in Formstack Documents from new records in Zapier Tables

When a new record emerges in Zapier Tables, this workflow swiftly inputs that data into Formstack Documents, triggering a document merge. This automation offers seamless data entry, perfect for routinely updating Formstack Documents from your Tables, giving you an efficiently organized document system. Say goodbye to manual transfers and amplify your productivity to new heights.

When a new record emerges in Zapier Tables, this workflow swiftly inputs that data into Formstack Documents, triggering a document merge. This automation offers seamless data entry, perfect for routinely updating Formstack Documents from your Tables, giving you an efficiently organized document system. Say goodbye to manual transfers and amplify your productivity to new heights.

  1. When this happens...
    Zapier TablesZapier Tables
    New Record

    Triggers when a new record is added to a table.

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

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Record IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
formstack-documents logo
formstack-documents logo

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.
Learn moreHelp

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  • Documents

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zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.

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