Create personalized documents from new Gravity Forms submissions with WebMerge

Need a way to quickly prepare the materials for new client sign-ups and related events when you receive a new Gravity Forms submission? Set up this Gravity Forms WebMerge integration, and whenever you receive a new submission, Zapier will send the data to be merged with your WebMerge document template, automatically creating agreements, confirmation forms, and more!

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

How It Works

1. A new submission is received in Gravity Forms
2. Zapier automatically sends the data to WebMerge

What You Need

• Gravity Forms account
• WebMerge account

Want a simple way to make personalized documents—perhaps contracts, receipts, or introductory letters—whenever your Gravity Forms form is filled out? This Zap will let you automatically create any personalized documents you need in WebMerge anytime your Gravity Forms form is filled out.

How it Works

Zapier will watch your Gravity Froms form for new entries. Whenever your form is filled out, it'll copy the info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

1. An Gravity Forms form
2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Don't wait for your documentation any longer than you have to: Zapier helps you put the pieces together with this Gravity Forms-WebMerge integration. After it's been set up, it will trigger with every new submission your Gravity Form receives. The responses will then be sent through to a WebMerge data route URL, letting you combine them into your document the moment they arrive.

How It Works

1. A new submission is received by your Gravity Forms
2. Zapier automatically sends the data to a WebMerge data route URL

What You Need

• Gravity Forms account
• WebMerge account

Automatically populating documents (contacts, proposals, quotes, letters, etc) with data from your Gravity Forms submissions can save you the manual work of copying and pasting the data yourself. Add this Gravity Forms-WebMerge integration and Zapier will automatically send data from new form submissions over to WebMerge to populate applications, contracts, and more. Let your web tools do the nitty-gritty work for you.

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

How this Gravity Forms-WebMerge integration works

1. A new form submission is received in Gravity Forms
2. Zapier automatically sends data over to a WebMerge document template

Apps involved

• Gravity Forms
• WebMerge