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
- A Podio action is created
- Zapier created a new WebMerge document based on a WebMerge template
What You Need
- Podio account
- WebMerge account
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
Create Personalized Documents from Podio with WebMerge
Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Podio contact or lead app items? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add new items to Podio.
How it Works
Zapier will watch your Podio account for new items in your lead or contact app. Whenever you add a new item, it'll copy the contact info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.
What You Need
- An Podio Account with contact items
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.
It's easy to connect Podio + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers instantly when an action happens inside an app which you choose.
Update an item, record or entry inside an app (standard or custom).
Triggers when you add a new task.
Create a new item, record or entry inside an app (standard or custom).
Triggers when you add a new item, record or entry to an app (standard or custom).
Send data to your Data Route URL.
Triggers when a merged/populated document is created.
Send data to your Merge URL.
Triggers whenever there is activity in your stream.
Create a new task.