TrackVia integration with Formstack Documents
How to Send documents to WebMerge from TrackVia records
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 documents to WebMerge from TrackVia records" 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 Formstack Documents integrations
Need a way to combine your document template with data from a source that posts to webhooks? Nekton's native webhook functionality saves you time and setup effort by p...
Formstack Documents actions
Nekton can use any feature that is available in Formstack Documents API.
Using our advanced AI, you can easily create custom automations for Formstack Documents.
Here are some typical actions you can do in your automated workflows.
Convert File to PDF
Converts a given file to a PDF.
Create Document Merge
Send data to your Merge URL.
Combine Files
Combine multiple files into a single PDF or DOCX.
Create Data Route Merge
Send data to your Data Route URL.
Extract Field Values From PDF
Extracts the field values from the given PDF file.
New Merged Document
Triggers when a merged/populated document is created.
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.