--- title: Formstack Documents slug: webmerge description: How to integrate Formstack Documents with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_webmerge.png createdAt: 2025-02-03T13:28:47.489Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/webmerge.png" alt="Formstack Documents logo" caption size="50" width="512" height="512"} | Formstack Documents automates document generation, enabling users to create, deliver, and store personalized documents. Integrating with Make.com allows users to automatically generate contracts, invoices, or agreements from data collected in other apps and streamline document workflows. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} This is AI-generated content based on official Formstack Documents documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Formstack Documents](https://www.formstack.com/products/documents) directly. ::: # Requirements To use the Formstack Documents app in Make, you must have an active account and an API Key, [create your account on Formstack Documents](https://www.formstack.com/products/documents). For subscription, refer to the [Formstack Documents pricing page](https://www.formstack.com/products/documents). # Connect Formstack Documents and Make To get started, you must first create a connection between Formstack Documents and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your Formstack Documents account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic in your Formstack Documents account Before you create the connection in Make, you should first obtain your **Basic** in your Formstack Documents account. To obtain your **Basic **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to your** Account page** after logging in. ::: :::WorkflowBlockItem Click the option to generate a new** API key**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::WorkflowBlockItem Copy the** API secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://www.webmerge.me/developers/authentication) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Formstack Documents module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Formstack Documents account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Formstack Documents modules After connecting to the Formstack Documents app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Merge Data Route Send specific data to your designated Data Route for processing or routing. ::: :::ExpandableHeading ### Merge Document Combine your document with additional data to create a single, updated file ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Formstack Documents resources You can have access to more resources related to this app on the following links - [Formstack Documents topics on Make community](https://community.make.com/search?q=Formstack%20Documents) - [Formstack Documents website](https://www.formstack.com/products/documents) - [Formstack Documents API documentation](https://www.webmerge.me/developers) - [Formstack Documents page on make](https://www.make.com/en/integrations/webmerge) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::