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Formstack Documents + Zengine

Create personalized documents from Zengine using WebMerge

This integration provides an easy way to create personalized documents - such as contracts, invoices, and letters - based on data you store in Zengine.

This integration provides an easy way to create personalized documents - such as contracts, invoices, and letters - based on data you store in Zengine.

  1. When this happens...
    ZengineZengine
    New Record

    Triggers when a new record is added to a form of your choice.

    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?
    • Workspace

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Form

    • Record

    • Comment

    Action
    Write
    • Workspace

    • FormRequired

    • RecordRequired

    Action
    Write
    • FormRequired

    • Workspace

    Trigger
    Instant
    Try It
    • FormRequired

    • Workspace

    Trigger
    Instant
    Try It
    • Workspace

    • FormRequired

    • Folder

    • Save as Draft?

    Action
    Write
    • Copy

    • Workspace

    • FormRequired

    • RecordRequired

    • Folder

    • Save as Draft?

    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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zengine logo
zengine logo

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.

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