Want a simple way to make personalized documents—for example, contracts or introductory letters? This Zap will let you automatically generate any personalized document you need via a document merge in Formstack Documents, any time 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.