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Formstack Documents + Zapier Tables

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

Transform the way you manage records and documentation with this simplified workflow. Whenever there is an updated record in the Zapier Tables app, this workflow creates a new merged document in Formstack Documents. It's a handy solution for keeping your documentation up to date and consistent with your latest records. Improve efficiency and accuracy with this streamlined process.

Transform the way you manage records and documentation with this simplified workflow. Whenever there is an updated record in the Zapier Tables app, this workflow creates a new merged document in Formstack Documents. It's a handy solution for keeping your documentation up to date and consistent with your latest records. Improve efficiency and accuracy with this streamlined process.

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

    Triggers when a record is updated on 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
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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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About Zapier Tables

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

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