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Formstack Documents + Zoho Billing

Send customized Zoho Billing invoices via WebMerge

Bored of sending usual invoices to your customers, want to make it more customized to your business? With this Zapier automation, every time an invoice is raised in the Zoho Billing, a customized WebMerge doc will be automatically sent to the customer.

Bored of sending usual invoices to your customers, want to make it more customized to your business? With this Zapier automation, every time an invoice is raised in the Zoho Billing, a customized WebMerge doc will be automatically sent to the customer.

  1. When this happens...
    Zoho BillingZoho Billing
    New Invoice

    Triggers when a new invoice is created.

    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?
    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Organization

    Trigger
    Instant
    Try It
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.
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zoho-billing logo
zoho-billing logo

About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

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