Send documents to WebMerge from TrackVia records

First, we need to connect TrackVia 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 TrackVia to Zapier.

  Give Zapier access to your TrackVia account, using TrackVia 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 TrackVia

  Choose the following trigger: Add Record (Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.).

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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 TrackVia 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 Send documents to WebMerge from TrackVia records!