How do I send form fields into other systems to generate documents?

This video shows you the process of connecting a step in a Tallyfy blueprint to Zapier (but you can use other middleware like Microsoft Power Automate) and using that connection to send form contents from previous steps to WebMerge, and finally sending that WebMerge document to a designated email address. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us