Fulcrum
When this happens...
FulcrumRecord Created
Then do this...
WebMergeCreate Document Merge

Need a way to automatically populate documents (reports, contracts, etc) with data from Fulcrum apps? Add this Fulcrum-WebMerge integration and Zapier will automatically send data from new records to WebMerge to populate letters, invoices, and more.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Fulcrum-WebMerge integration works

  1. A new record is created in Fulcrum
  2. Zapier sends data over to WebMerge

Apps involved

  • Fulcrum
  • WebMerge

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Fulcrum + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Record Created

Triggers when a new record is created.

Create Data Route Merge

Send data to your Data Route URL.

Record Status Changed

Triggers when the status is changed on a record.

Create Document Merge

Send data to your Merge URL.

Record Assigned

Triggers when a record is assigned to a user.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

New Merged Document

Triggers when a merged/populated document is created.

Combine Files

Combine multiple files into a single PDF or DOCX.

Convert File to PDF

Converts a given file to a PDF.

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Become a Zapier Integration Partner

Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.

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.

See WebMerge Integrations