Automatically populate WebMerge document templates for new KiSSFLOW workflow steps

First, we need to connect KiSSFLOW 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 KiSSFLOW to Zapier.

  Give Zapier access to your KiSSFLOW account, using KiSSFLOW 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 KiSSFLOW

  Choose the following trigger: Change of Workflow Step (Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.).

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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 KiSSFLOW 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 for new KiSSFLOW workflow steps!