Want a simple way to make customized documents from your Zoho Creator app? This Zap will let you automatically create any documents you need from a WebMerge template, using the data you've added in your Zoho Creator app.
How it Works
Zapier will watch your Zoho Creator app for new info. Whenever you add a new info that'll be merged with documents, it'll copy their info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.
What You Need
- A Zoho Creator Account with an application running that contains data records
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.
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Create custom documents by sending new Zoho Creator records to WebMerge
Supplement the power of your Zoho Creator apps with Zoho Creator WebMerge integration that ensures you never have to create custom documents for your clients again. Once you set up this Zap, all new Zoho Creator records will automatically be entered into your document template on WebMerge.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How It Works
- A new record is added to Zoho Creator
- Zapier automatically sends the data to WebMerge
What You Need
- Zoho Creator account
- WebMerge account
It's easy to connect WebMerge + Zoho Creator and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when a new record is added to a certain application and form.
Send data to your Merge URL.
Create new record in a certain application and form.
Extracts the field values from the given PDF file.
Combine multiple files into a single PDF or DOCX.