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

  1. An Podio Account with contact items
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Create Personalized Documents from Podio with WebMerge
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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.

WebMerge integration logo

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.

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