Integrate Cheddar with Formstack Documents to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cheddar with Formstack Documents - no code necessary. See how you can get setup in minutes.

Select a trigger from Cheddar

A trigger is an event that starts your Zap and runs the workflow. For example, with Cheddar, a trigger could be "New Bill Reminder."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formstack Documents

An action is what takes place after the automation is triggered. For example, with Formstack Documents, the action could be "Combine Files."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cheddar to Formstack Documents

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Cheddar to Formstack Documents with a Zapier template.

Our most popular template

Send WebMerge template documents to new Cheddar customers
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Cheddar + Formstack Documents

Send WebMerge template documents to new Cheddar customers

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Cheddar + Formstack Documents

Make work flow with AI

Level up your Cheddar to Formstack Documents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Cheddar and Formstack Documents to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Cheddar and Formstack Documents to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Is Initial Bill
- Plan Is Free
Trigger
Instant
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New Subscription
The New Subscription event occurs when a new customer is created in Cheddar.
Trigger
Instant
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New Subscription Cancellation
Subscription was canceled.
Trigger
Instant
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New Subscription Reactivation
A previously canceled subscription has been reactivated.
Trigger
Instant
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New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

New Customer Delete
A customer record was deleted.
Trigger
Instant
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New Subscription Billable
The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.
Trigger
Instant
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New Subscription Change
Subscription pricing plan change occured (upgrade/downgrade).
Trigger
Instant
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- Transaction Status
Trigger
Instant
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- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

Learn how to automate Cheddar on the Zapier blog

Learn how to automate Formstack Documents on the Zapier blog

About Cheddar

Recurring billing, SaaS subscription management, automated communication, and market intelligence.

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About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. 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.

Learn more

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