When this happens...
TrackViaAdd Record
Then do this...
WebMergeCreate Data Route Merge

Spending too much time on all the documents associated with each TrackVia record you add? Setting up this automated connection to WebMerge will let you reclaim that time, as every new TrackVia record you add will automatically be sent to your WebMerge data route URL, from which point any number of document merges can trigger for you, taking care of everything.

How It Works

  1. A new record is added on TrackVia
  2. Zapier automatically creates a new WebMerge data route

What You Need

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

When this happens...
then do this!
TrackVia
Add Record

Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.

TrackVia
Add Record to View

Add a record to a view which you specify.

WebMerge
New Merged Document

Triggers when a merged/populated document is created.

WebMerge
Create Data Route Merge

Send data to your Data Route URL.

TrackVia
Remove Record

Triggers when record is deleted, or if a record no longer meets the filter criteria for the view.

WebMerge
Create Document Merge

Send data to your Merge URL.

TrackVia
Changed Record

Triggers when a record changes.

WebMerge
Combine Files

Combine multiple files into a single PDF or DOCX.

WebMerge
Convert File to PDF

Converts a given file to a PDF.

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Become a Zapier Integration Partner

TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.

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.