Formstack Documents + Zengine

Formstack Documents + Zengine integrations

Automatically populate WebMerge document templates from Zengine

Looking for a way to automatically populate documents (quotes, contracts, reports, etc) with data from Zengine workspaces? Add this Zengine-WebMerge integration and Zapier will automatically send data from records in Zengine to WebMerge to populate invoices, proposals, and more.

When this happens...
Updated RecordTriggers when any record is updated in a form of your choice.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Zengine and Formstack Documents

Discover other triggers and actions you can use with Zengine and Formstack Documents

- Workspace
Trigger
Instant
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- Workspace
Trigger
Instant
Try It
- Workspace
  Required
- Form
- Record
- Comment
Action
Write
- Workspace
- Form
  Required
- Record
  Required
Action
Write
- Workspace
- Form
  Required
- File Upload Field
  Required
- File
Action
Write

- Copy
- Workspace
- Form
  Required
- Record - Search Condition
- Record
- Record Title - Search Condition
- Record Title - Search Value
- Folder - Search Condition
- Folder - Search Value
- Created by User
- Draft
- Folder
- Save as Draft?
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write

- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

- Form
  Required
- Workspace
Trigger
Instant
Try It
- Form
  Required
- Workspace
Trigger
Instant
Try It
- Workspace
- Form
  Required
- Folder
- Save as Draft?
Action
Write
- Copy
- Workspace
- Form
  Required
- Record
  Required
- Folder
- Save as Draft?
Action
Write
- Copy
- Workspace
- Form
  Required
- Record - Search Condition
- Record
- Record Title - Search Condition
- Record Title - Search Value
- Folder - Search Condition
- Folder - Search Value
- Created by User
- Draft
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

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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Related categories

Documents

Similar apps

Google Docs

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About Zengine

Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through the entire program lifecycle—providing tailored workflows, engaging experiences, and impact analysis to mission-driven organizations.

Learn moreLearn moreHelpHelp

Related categories

App Builder

Similar apps

Podio

Project Management

Quickbase

App Builder

Zoho Creator

App Builder, Zoho

Related Zap Templates

Create personalized documents from Zengine using WebMerge

Related Zap Templates

Create personalized documents from Zengine using WebMerge