When this happens...
PodioNew Action
Then do this...
WebMergeCreate Document Merge

Dynamically create PDFs and other documents in WebMerge from new Podio actions. When you set up this Podio WebMerge integration, every time there is a new Podio action Zapier will automatically generate a new PDF, a customized Word, Excel, or PowerPoint document through your WebMerge templates.

Note: This Zapier integration only creates WebMerge document merges from Podio actions that are created after you've set it up.

How It Works

  1. A Podio action is created
  2. Zapier created a new WebMerge document based on a WebMerge template

What You Need

  • Podio account
  • WebMerge account

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 Podio + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Action

Triggers instantly when an action happens inside an app which you choose.

Update Item

Update an item, record or entry inside an app (standard or custom).

New Task

Triggers when you add a new task.

Create Item

Create a new item, record or entry inside an app (standard or custom).

New Item

Triggers when you add a new item, record or entry to an app (standard or custom).

Create Data Route Merge

Send data to your Data Route URL.

New Merged Document

Triggers when a merged/populated document is created.

Create Document Merge

Send data to your Merge URL.

New Activity

Triggers whenever there is activity in your stream.

Create Task

Create a new task.

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Become a Zapier Integration Partner

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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.