- Document Automation
- Document Automation Other
- Automated doc personalization
Merge and personalize documents based on specific criteria
Automate the merging and personalization of documents by triggering workflows based on specific criteria, such as tags, form submissions, or schedule events. This eliminates manual copying, formatting, and distribution by automatically generating and delivering customized files in your preferred document tools and repositories. Users save time, reduce errors, and ensure consistent, on-brand communications across teams and clients.
Filter by common apps:
Airtable
PDF.co
Pipefy
Google Drive
Webhooks by Zapier
Google Docs
Gmail
Solve CRM
Formstack Documents
SignWell
Sub-Zap by Zapier
Bannerbear
Triggre
Google Sheets
MEETOVO
Filter by Zapier
Formatter by Zapier
- Merge documents into PDF from Airtable records and update the record
- Create personalized documents in Google Drive for new Pipefy entries
Create personalized documents in Google Drive for new Pipefy entries
- Generate personalized document from template, send for processing, and notify via email with links
Generate personalized document from template, send for processing, and notify via email with links
- Generate and merge documents in Formstack Documents when a contact is tagged in Solve CRM
Generate and merge documents in Formstack Documents when a contact is tagged in Solve CRM
- Process completed documents, split PDFs, and send email notifications with SignWell, PDF.co, and Gmail
Process completed documents, split PDFs, and send email notifications with SignWell, PDF.co, and Gmail
- Create PDF documents with images for real estate presentations using Bannerbear
Create PDF documents with images for real estate presentations using Bannerbear
- Trigger a workflow, merge documents into PDF, and start Triggre automation
Trigger a workflow, merge documents into PDF, and start Triggre automation
- Merge document files into PDF from Google Sheets updates
Merge document files into PDF from Google Sheets updates
- Create personalized documents in Google Docs from MEETOVO requests, filter requests, and format text
Create personalized documents in Google Docs from MEETOVO requests, filter requests, and format text