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Formstack Documents + iFormBuilder

Create personalized documents from new iFormBuilder records with WebMerge

Whether you're collecting data on or offline with iFormBuilder, documents have to be created to present it. This iFormBuilder WebMerge integration can save you a significant amount of time by watching for new iFormBuilder records and automatically sending each to WebMerge so the data can fill your document template. Set it up once and use your time more efficiently!

Whether you're collecting data on or offline with iFormBuilder, documents have to be created to present it. This iFormBuilder WebMerge integration can save you a significant amount of time by watching for new iFormBuilder records and automatically sending each to WebMerge so the data can fill your document template. Set it up once and use your time more efficiently!

  1. When this happens...
    iFormBuilderiFormBuilder
    New Record

    Triggers when a new record is created in a form.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • iFormBuilder triggers, actions, and search

    New Company Profile

    Triggers when a new company is created.

    Trigger
    Scheduled
    Try It

    • Company ProfileRequired

    Trigger
    Scheduled
    Try It

    • Company ProfileRequired

    Trigger
    Scheduled
    Try It

    • Company ProfileRequired

    • NameRequired

    • LabelRequired

    • Description

    • Form Icon

    • Label Icons

    • Page Javascript

    • Sort Order

    • Reference ID 1

    • Reference ID 2

    • Reference ID 3

    • Reference ID 4

    • Reference ID 5

    Action
    Write

    • Company ProfileRequired

    • FormRequired

    Trigger
    Scheduled
    Try It

    • Hook NameRequired

    • ProfileRequired

    • FormRequired

    • Error EmailRequired

    • Notification Email

    Trigger
    Instant
    Try It

    • Company ProfileRequired

    • FormRequired

    • NameRequired

    • LabelRequired

    • Description

    • Sort Order

    • Required?

    • Disabled?

    • Readonly?

    • Encrypted?

    • Hide Typing?

    • Default Value

    • Dynamic Value

    • Condition Value

    • Client Validation

    • Client Validation Message

    • Dynamic Label

    • Reference ID 1

    • Reference ID 2

    • Reference ID 3

    • Reference ID 4

    • Reference ID 5

    • Lookup Table Name

    • Lookup Table Column

    • Element TypeRequired

    • Data Size

    • Low Value

    • High Value

    • Widget Type

    • Option List ID

    • Attachment Link

    • Keyboard Type

    • Weighted Score

    Action
    Write

    • Company ProfileRequired

    • FormRequired

    • Parent Page ID

    • Parent Element ID

    • Parent Record ID

    • Javascript State

    Action
    Write
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formstack-documents logo

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.
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  • Documents

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iformbuilder logo

About iFormBuilder

iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.
Help

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