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
- A new record is created in Fulcrum
- Zapier sends data over to WebMerge
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Merge Fulcrum records with changed satuses into WebMerge documents
Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.
How It Works
- A record's status changes on Fulcrum
- Zapier automation merges the information with a WebMerge document
What You Need
- Fulcrum account
- WebMerge account
It's easy to connect Fulcrum + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new record is created.
Send data to your Data Route URL.
Triggers when the status is changed on a record.
Send data to your Merge URL.
Triggers when a record is assigned to a user.
Extracts the field values from the given PDF file.
Triggers when a merged/populated document is created.
Combine multiple files into a single PDF or DOCX.
Converts a given file to a PDF.