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

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.

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.