Cheddar integration with Formstack Documents
How to Send WebMerge template documents to new Cheddar customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send WebMerge template documents to new Cheddar customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cheddar integrations
Cheddar actions
Nekton can use any feature that is available in Cheddar API.
Using our advanced AI, you can easily create custom automations for Cheddar.
Here are some typical actions you can do in your automated workflows.
New Bill Reminder
The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible.
New Subscription
The New Subscription event occurs when a new customer is created in Cheddar.
New Subscription Cancellation
Subscription was canceled.
New Subscription Reactivation
A previously canceled subscription has been reactivated.
New Customer Delete
A customer record was deleted.
New Subscription Billable
The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.
About Cheddar
Recurring billing, SaaS subscription management, automated communication, and market intelligence.