Formstack Documents + Quickbase
Create WebMerge document merges from new rows in Quickbase
Do you need a way to automatically populate documents with info from Quickbase? Instead of manually merging contracts, proposals, and letters, use Zapier to automatically send new rows from Quickbase to your Document Template in WebMerge. Once you've set up this Zapier workflow, it will quietly work in the background and you can find populated documents in your WebMerge account whenever you need them.
Do you need a way to automatically populate documents with info from Quickbase? Instead of manually merging contracts, proposals, and letters, use Zapier to automatically send new rows from Quickbase to your Document Template in WebMerge. Once you've set up this Zapier workflow, it will quietly work in the background and you can find populated documents in your WebMerge account whenever you need them.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
ApplicationRequired
TableRequired
Criteria Field
Criteria Operator
Criteria Value
Try ItApplicationRequired
TableRequired
ApplicationRequired
TableRequired
Record IDRequired
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
ApplicationRequired
TableRequired
ApplicationRequired
TableRequired
Record IDRequired
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
New Merged Document
Triggers when a merged/populated document is created.
Try It
