Integrate Formstack Documents with Podio 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

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How Zapier works

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

Select a trigger from Formstack Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Formstack Documents, a trigger could be "New Merged Document."

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

Setup an action from Podio

An action is what takes place after the automation is triggered. For example, with Podio, the action could be "Create Item."

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

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

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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect Formstack Documents to Podio with a Zapier template.

Our most popular template

Create document merges in Formstack Documents from new Podio items
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Podio + Formstack Documents
Create WebMerge document merges from new Podio actions
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Podio + Formstack Documents

Create document merges in Formstack Documents from new Podio items

Details

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Podio + Formstack Documents

Create WebMerge document merges from new Podio actions

Details

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Podio + Formstack Documents

Make work flow with AI

Level up your Formstack Documents to Podio 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 Formstack Documents and Podio 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Formstack Documents and Podio 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.

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write
- Organization
  Required
- Workspace
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Scheduled
Try It

New Organization
Triggers when you add a new org.
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Scheduled
Try It

- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

- 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
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Label
- Responsible User
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
  Required
- Workspace
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search

Learn how to automate Formstack Documents on the Zapier blog

Learn how to automate Podio on the Zapier blog

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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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.