Fulcrum
When this happens...
FulcrumRecord Status Changed
Then do this...
WebMergeCreate Document Merge

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

  1. A record's status changes on Fulcrum
  2. Zapier automation merges the information with a WebMerge document

What You Need

  • Fulcrum account
  • WebMerge account

Why Zapier?

Free

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Easy

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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