Create custom documents by sending new Smartsheet rows to WebMerge

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
Create custom documents by sending new Smartsheet rows to WebMerge
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Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, and mobile technologies.

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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