Looking for a way to automatically generate documents as you move through your workflow in KiSSFLOW? Set up this KiSSFLOW-WebMerge integration and each time you complete a step in your workflow, Zapier can send the data to your template in WebMerge.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this KiSSFLOW-WebMerge integration works
- A new step is completed in KiSSFLOW
- Zapier automatically sends data to WebMerge
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Merge information from changed KiSSFLOW workflow steps with documents on WebMerge
Don't slow yourself down with manual processes when it's paperwork time on KiSSFLOW—use this KiSSFLOW WebMerge integration and we'll have those documents ready for you as soon as possible. It will trigger with new workflow step changes on KiSSFLOW, automatically sending the information to WebMerge where a new document will be created for you every time.
How It Works
- A workflow step is changed on KiSSFLOW
- Zapier automatically merges the information with a document on WebMerge
What You Need
- KiSSFLOW account
- WebMerge account
It's easy to connect KiSSFLOW + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.
Initiates a new request for a chosen process , populates requisite fields and then submits the request for processing.
Triggers when a merged/populated document is created.
Creates a new request for a chosen process , populates requisite fields and saves it in the 'Draft' folder of KiSSFLOW.
Send data to your Data Route URL.
Send data to your Merge URL.
Approve a request to move it to its next step in the workflow process.