Create WebMerge document merges from new Podio actions

First, we need to connect Podio 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 Podio to Zapier.

  Give Zapier access to your Podio account, using Podio 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 Podio

  Choose the following trigger: New Action (Triggers instantly when an action happens inside an app which you choose.).

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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 Podio 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 Create WebMerge document merges from new Podio actions!