Podio

[Zapier] Creating personalized Documents from Podio with WebMerge

January 22, 2024

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If you want to create personalized documents in WebMerge from your Podio items, you can do that using Zapier. You will need:

A Podio account
A Webmerge account
A Zapier account

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.

To link your Podio account to WebMerge, make sure you have created a document for this purpose. You can learn more about getting started with WebMerge 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.

You can also check out all that’s possible with Podio on Zapier, and other ways to connect Podio and WebMerge.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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[Zapier] Creating personalized Documents from Podio with WebMerge

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

[Zapier] Creating personalized Documents from Podio with WebMerge

Getting your accounts ready

Connecting your accounts

In this article