If you want to create personalized documents in WebMerge from your Podio items, you can do that using Zapier.
You will need:
Getting your accounts ready
To connect your Podio account to Zapier, make sure you have a workspace set up on Podio, with the app that you wish to use connected to this workspace. For information on the basics of Podio, like setting up your workspaces and apps, start here. You can learn more about getting started with Podio on Zapier, here.
Note: Podio apps are assigned to a specific Workspace, so make sure you are creating the app you wish to use in the correct Workspace.
Connecting your accounts
Click here to Create personalized Documents from Podio with WebMerge.
- Choose your Podio account from the list of accounts, or connect a new account.
- Select your desired Organization, then Workspace, and then Application from the drop-down menus. Optionally, you may select a premade view in order to filter items. When these fields are selected, click Save + Continue.
- Choose your WebMerge account from the list of accounts, or connect a new account.
- Select the Document you wish to use from the drop-down menu.
- Click Save + Finish.
Now test the Zap to make sure it works. Once you’re satisfied with the results, your new Podio items will create personalized documentation in WebMerge.
For a guide on WebMerge use case check out their blog post- generate customized proposals for deals in Podio.
Note: If you ever want to change this Podio and WebMerge integration, just go to your Zapier dashboard and tweak anything you’d like.