Formstack Documents + TrackVia

Send changed TrackVia records to WebMerge

Keeping track of data in your different apps can be difficult, especially when you need to move that data elsewhere. If you use something like TrackVia to create custom apps, use Zapier to help you move information over to WebMerge.

Keeping track of data in your different apps can be difficult, especially when you need to move that data elsewhere. If you use something like TrackVia to create custom apps, use Zapier to help you move information over to WebMerge.

  1. When this happens...
    TrackViaTrackVia
    Changed Record

    Triggers when a record changes.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

    • ViewRequired

    Trigger
    Instant
    Try It
    • ViewRequired

    Action
    Write
    • OutputRequired

    • File Name

    • File 1Required

    • File 2

    • File 3

    • File 4

    • File 5

    Action
    Write
    • RouteRequired

    • Download File

    Action
    Write
formstack-documents logo
formstack-documents logo

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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  • Documents

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trackvia logo
trackvia logo

About TrackVia

TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.

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  • Databases

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