Formstack Documents + Quickbase

Populate quotes for deals in Quickbase with WebMerge

Do you need a way to automatically populate documents like quotes, contracts, and proposals from Quickbase? Setup this Quickbase-WebMerge integration and Zapier will automatically send new rows in Quickbase over to your WebMerge templates.

When this happens...
New Record
Triggers when a new record is created.
TriggerScheduled
automatically do this!
Create Document Merge
Send data to your Merge URL.
ActionWrite

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Supported triggers and actions

- ApplicationRequired
- TableRequired
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Scheduled
Try It
- ApplicationRequired
- TableRequired
Action
Write
- ApplicationRequired
- TableRequired
- Record IDRequired
Action
Write
- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search or write
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write

- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

- ApplicationRequired
- TableRequired
Action
Write
- ApplicationRequired
- TableRequired
- Record IDRequired
Action
Write
- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

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.

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