Looking for a way to create merged documents using data created in Fulcrum? With this integration, whenever a new record is created in Fulcrum, Zapier will send the record's data to Spondyr to create and optionally deliver merged documents.
How this Fulcrum-Spondyr integration works
- A new record is created in Fulcrum
- Zapier will send the record's data to Spondyr and use the template/rules you've defined there to create merged documents
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Triggers when a new record is created.
Creates a new Spondyr request.
Triggers when the status is changed on a record.
Triggers when a record is assigned to a user.
Triggers when a Spondyr has finished processing and a correspondence has been generated.