Create customized WebMerge PDF and Word documents from Zoho Form entries
When this happensStep 1: New Form Entry
Then do thisStep 2: Create Document Merge
Looking for a way to take submission data from your Zoho Forms and automatically populate your document templates? Set up this Zoho Forms-WebMerge integration and each time you get a new entry on your form, Zapier will send that data over to your WebMerge templates to generate contracts, quotes, letters, and more.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Zoho Forms-WebMerge integration works
- A new entry is received in Zoho Forms
- Zapier automatically sends data over to WebMerge
- Zoho Forms