When this happens...
SmartsheetNew Row
Then do this...
WebMergeCreate Document Merge

Sometimes we give up on trying to find automated solutions for personalized processes because they're complex. If you've been doing this far too often with your documents from Smartsheet data, give this Smartsheet WebMerge integration a shot. Set it up and never worry about custom documents again, since all new rows added to Smartsheet will be sent to WebMerge, where SmartSheet infromation will be used to fill out your document template automatically.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How It Works

  1. A new row is added in Smartsheet
  2. Zapier automatically sends the data to WebMerge

What You Need

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

When this happens...
then do this!
Updated Row

Triggers when a row is updated.

Add Row to Sheet

Add a row to a sheet.

New Row

Triggers when a new row is added.

Send Sheet

Send a sheet via email (as PDF or Excel).

New Merged Document

Triggers when a merged/populated document is created.

Share Sheet

Share a sheet.

New Attachment

Triggers when a new attachment is added to a row.

Create Data Route Merge

Send data to your Data Route URL.

New Comment

Triggers when a new comment is added.

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, and mobile technologies.

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.