WebMerge Integrations

  • Create Personalized Documents from Typeform with WebMerge

    Want a simple way to make customized documents from your Typeform account? This Zap will let you automatically create any documents you need, using a WebMerge template.

    How it Works

    Zapier will watch your Typeform form for new entries. Whenever your form is filled out, it'll copy the data and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your form entries automatically.

    What You Need

    1. A Typeform account with an active form
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Create Word and PDF docs from Typeform entries with WebMerge

    Need to populate reports, contracts, invoices, and other documents from Typeform? Setup this Typeform-WebMerge integration and each time a new entry is submitted to Typeform, Zapier will send the data to your WebMerge template.

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

    How this Typeform-WebMerge integration works

    1. A new entry is added to Typeform
    2. Zapier automatically sends data to WebMerge

    Apps involved

    • Typeform
    • WebMerge
  • Generate course certificates from Teachable with WebMerge

    Need a way to instantly generate certificates when a student completes your course in Teachable? Setup this Teachable-WebMerge integration and when a student completes a course, Zapier will automatically send course/student information over to your WebMerge template, automatically populating the document.

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

    How this Teachable-WebMerge integration works

    1. A course is completed in Teachable
    2. Zapier automatically sends data over to WebMerge

    Apps involved

    • Teachable
    • WebMerge
  • Merge new Google Sheets rows with WebMerge documents

    If you're using spreadsheets to store information you copy into documents often, Zapier has a better way with this Google Sheets-WebMerge integration. Set it up and we'll watch for new rows on Google Sheets, automatically sending each one we detect to WebMerge so the information can be merged with your document template.

    How it Works

    1. A new row is added on Google Sheets
    2. Zapier automatically merges the data with document on WebMe

    What You Need

    • A Google Sheets account
    • A WebMerge account
  • Create personalized documents from new Gravity Forms submissions with WebMerge

    Need a way to quickly prepare the materials for new client sign-ups and related events when you receive a new Gravity Forms submission? Set up this Gravity Forms WebMerge integration, and whenever you receive a new submission, Zapier will send the data to be merged with your WebMerge document template, automatically creating agreements, confirmation forms, and more!

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

    How It Works

    1. A new submission is received in Gravity Forms
    2. Zapier automatically sends the data to WebMerge

    What You Need

    • Gravity Forms account
    • WebMerge account
  • Create Personalized Documents from JotForm with WebMerge

    Want a simple way to make personalized documents—perhaps contracts, receipts, or introductory letters—whenever your JotForm form is filled out? This Zap will let you automatically create any personalized documents you need in WebMerge anytime your JotForm form is filled out.

    How it Works

    Zapier will watch your JotForm form for new entries. Whenever your form is filled out, it'll copy the info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

    What You Need

    1. An JotForm form
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Populate quotes and sales documents from Airtable with WebMerge

    Need a way to automatically populate quotes and other documents from Airtable? Setup this Airtable-WebMerge integration, and whenever you add a record to a view in Airtable, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!

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

    How this Airtable-WebMerge integration works

    1. A record is added to a view in Airtable
    2. Zapier automatically sends the data to WebMerge

    Apps involved

    • Airtable
    • WebMerge
  • Send updated Google Sheets rows to WebMerge document templates

    Do you regularly receive updated information on Google Sheets that requires documents to be created from the Sheets data? Take one more time-consuming task off your plate with this Google Sheets-WebMerge integration. Follow the easy setup guide and from then on any update to a row on Google Sheets will cause Zapier to send the data to your WebMerge account where a personalized document will be produced.

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

    How It Works

    1. A row is updated on Google Sheets
    2. Zapier automatically sends the data to WebMerge

    What You Need

    • Google Sheets account
    • WebMerge account
  • Create WebMerge data route from new JotForm submission

    If you use the same JotForm to gather different kinds of data, you know it takes some effort to separate all the different types of responses you're getting, and even more to prepare different documents for based on the responses. This JotForm WebMerge integration is here to help with that by sending all new JotForm submissions through WebMerge's data route where the service will determine the right kind of document to prepare based on the submitted information.

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

    How It Works

    1. A new submission is added to JotForm
    2. Zapier automatically sends the data to WebMerge

    What You Need

    • JotForm account
    • WebMerge account
  • Merge new Google Forms responses with a WebMerge document

    If you've already got the information you need to fill out the blanks in that paperwork, there's no reason to have to enter it yourself when Zapier can do it for you with this Zap. Once it's active it'll be triggered by every new response on Google Forms: Each one will be sent to WebMerge, where the information will be merged with your document template to automatically prepare contracts or any other material you need.

    Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

    How this Google Forms-WebMerge integration works

    1. A new response is entered on Google Forms
    2. Zapier automation merges the response with a document on WebMerge

    Apps involved

    • Google Forms
    • WebMerge
  • Create Personalized Documents from Gravity Forms with WebMerge

    Want a simple way to make personalized documents—perhaps contracts, receipts, or introductory letters—whenever your Gravity Forms form is filled out? This Zap will let you automatically create any personalized documents you need in WebMerge anytime your Gravity Forms form is filled out.

    How it Works

    Zapier will watch your Gravity Froms form for new entries. Whenever your form is filled out, it'll copy the info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

    What You Need

    1. An Gravity Forms form
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Create PDFs in WebMerge from Wufoo new form entries

    Easily generate PDF and Word DOCX documents merged with data from your Wufoo forms. This Zapier integration sends Wufoo form entries to WebMerge to create contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

    How It Works

    1. A new form entry is added in Wufoo
    2. Zapier creates that form entry as a PDF in WebMerge

    What You Need

    • Wufoo account - It also helps to have your form already created and to enter a test entry on that form
    • WebMerge account
  • Create customized WebMerge documents from Google Form responses

    Looking for a way to take data from your Google Forms responses and automatically populate document templates? Set up this Google Forms-WebMerge integration and each time you get a new response on your form, Zapier will send that data over to your WebMerge templates to generate contracts, proposals, letters, and more.

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

    How this Google Forms-WebMerge integration works

    1. A new entry is received in Google Forms
    2. Zapier automatically sends data over to a WebMerge document

    Apps involved

    • Google Forms
    • WebMerge
  • Create custom documents by sending new Knack records to WebMerge

    Searching for the fastest way to get those documents out when you receive a new client, piece of inventory or any other new records in your Knack database? Try this Knack WebMerge integration on for size. Once it's all set up, Zapier will take new records you receive in Knack and send them to WebMerge's document template.

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

    How It Works

    1. A new record is created in Knack
    2. Zapier automatically sends the data to WebMerge

    What You Need

    • Knack account
    • WebMerge account
  • 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 Personalized Documents from Podio with WebMerge

    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.

  • Send new Formstack submissions to fill WebMerge document templates

    If you're spending too much time creating essential personalized documents for all your new Formstack submissions, give this FormStack WebMerge integration a shot. Once it's active, every new submission will be sent to Webmerge, where it will be merged with your document template and create a document based on the Formstack data, giving you more valuable time with which to be productive.

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

    How It Works

    1. A new Formstack submission is received
    2. Zapier automatically sends the data to WebMerge

    What You Need

    • Formstack account
    • WebMerge account
  • Create Personalized Reciepts and Documents from Stripe with WebMerge

    Want a simple way to make customized documents—including receipts, contract letters, and more—from your Stripe account? This Zap will let you automatically create any documents you need, using a WebMerge template.

    How it Works

    Zapier will watch your Stripe account for new payments. Whenever you receive a payment, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.

    What You Need

    1. A Stripe account
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Create WebMerge documents from Clio matters

    At your law firm, any amount of time you save by not doing tedious tasks si more time you can spend on more worthy billable hours. Cutting down on moving data from one app to another can save you hours and hours of time which you can put towards other things. By connecting Clio to WebMerge, you can automatically create new documents from any Clio matter.

    How It Works

    1. A new matter is created in Clio
    2. Zapier automatically creates a document in WebMerge

    What You Need

    • Clio account
    • WebMerge account
  • Merge Fulcrum records with changed satuses into WebMerge documents

    Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.

    How It Works

    1. A record's status changes on Fulcrum
    2. Zapier automation merges the information with a WebMerge document

    What You Need

    • Fulcrum account
    • WebMerge account
  • Merge new Cognito forms entries into WebMerge documents

    Using Cognito Forms entry data to create documentation? Streamline the process by using this Cognito Forms WebMerge integration to direct it to WebMerge automatically. Once active, it will trigger with each new entry on Cognito Forms, merging that data with your chosen document on WebMerge for you so your workflow never slows down.

    How It Works

    1. A new entry is added on Cognito Forms
    2. Zapier automatically merges the data with WebMerge

    What You Need

    • Cognito Forms account
    • WebMerge account
  • Create WebMerge documents from Jotform submissions

    Do you spend time populating documents with data from form submissions — or need a simple way to create other documents? Add this Jotform-WebMerge integration and Zapier will automatically send data from new Jotform submissions over to WebMerge to populat quotes, invoices, contracts, and more

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

    How this Jotform-WebMerge integration works

    1. A new submissions is received in Jotform
    2. Zapier sends data over to WebMerge

    Apps involved

    • Jotform
    • WebMerge
  • Send documents to WebMerge from TrackVia records

    Have data in your custom apps that you'd like to get into documents? Using Zapier, you can easily get any information you'd like from your custom TrackVia apps right into WebMerge.

    How It Works

    1. A new record is created in TrackVia
    2. Zapier automatically sends data to WebMerge

    What You Need

    • TrackVia account
    • WebMerge account
  • Create Personalized Reciepts and Documents from Braintree with WebMerge

    Want a simple way to make customized documents—including receipts, contract letters, and more—from your Braintree account? This Zap will let you automatically create any documents you need, using a WebMerge template.

    How it Works

    Zapier will watch your Braintree account for new payments. Whenever you receive a payment, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.

    What You Need

    1. A Braintree account
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Merge Copper opportunities with updated stages into WebMerge documents

    When the time comes to make those deals official with paperwork, the last thing you want to do is be slowed down by missing or inaccurate data. Solve both those problems before they happen by setting up this Zap. From that point on, whenever your Copper opportunity stages change, their data will automatically be sent to WebMerge, merging with your document templates to ensure your paperwork is always ready for you.

    How It Works

    1. An opportunity stage changes on Copper
    2. Zapier automatically creates a merged document on WebMerge

    What You Need

    • Copper account
    • WebMerge account

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WebMerge Integration Details

Launched on Zapier March 16, 2013

Zapier combines Triggers (like "New Merged Document") and Actions (like "Create Data Route Merge") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following WebMerge Triggers, Searches, and Actions are supported by Zapier:

Create Data Route Merge

Send data to your Data Route URL.

Create Document Merge

Send data to your Merge URL.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

Combine Files

Combine multiple files into a single PDF or DOCX.

Convert File to PDF

Converts a given file to a PDF.

New Merged Document

Triggers when a merged/populated document is created.

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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.