Cheddar + Formstack Documents
Send WebMerge template documents to new Cheddar customers
Looking for a way to automatically send welcome letters, customized invoices, and other template documents to new customers from Cheddar? Set up this Cheddar-WebMerge integration, and each time you a new subscription is created in Cheddar, Zapier will send the data to your template in WebMerge, automatically creating a new template document with your customer info.
Looking for a way to automatically send welcome letters, customized invoices, and other template documents to new customers from Cheddar? Set up this Cheddar-WebMerge integration, and each time you a new subscription is created in Cheddar, Zapier will send the data to your template in WebMerge, automatically creating a new template document with your customer info.
- When this happens...New Subscription
The New Subscription event occurs when a new customer is created in Cheddar.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
Is Initial Bill
Plan Is Free
Try ItNew Subscription
The New Subscription event occurs when a new customer is created in Cheddar.
Try ItNew Subscription Cancellation
Subscription was canceled.
Try ItNew Subscription Reactivation
A previously canceled subscription has been reactivated.
Try It
New Customer Delete
A customer record was deleted.
Try ItNew Subscription Billable
The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.
Try ItNew Subscription Change
Subscription pricing plan change occured (upgrade/downgrade).
Try ItTransaction Status
Try It
