Automatically populate WebMerge document templates from Formsite

First, we need to connect Formsite and Formstack Documents to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Formsite to Zapier.

  Give Zapier access to your Formsite account, using Formsite credentials.

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  Connect Formstack Documents to Zapier.

  Give Zapier access to your Formstack Documents account, using Formstack Documents credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Formsite

  Choose the following trigger: New Form Result (Triggers when a user submits a new form result.).

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  Then set up an Action for Formstack Documents

  Choose this action: Create Document Merge (Send data to your Merge URL.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Formsite and Formstack Documents.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Automatically populate WebMerge document templates from Formsite!