WebMerge (now Formstack Documents)#996

This integration would allow Relay.app users to instantly turn data from their CRMs, forms, and project management tools into polished documents. By combining WebMerge’s document generation with Relay.app’s Human-in-the-Loop and AI features, teams can automate paperwork while maintaining oversight on sensitive contracts and agreements.

Proposed Actions (What Relay.app can do in WebMerge)

Action: Create Document Merge

    Description: Sends data from a Relay.app trigger (e.g., HubSpot, Salesforce, Google Sheets) to a specific WebMerge template.

    Inputs: Document ID, Key/Secret, Merge Field Mapping (e.g., mapping Client Name from CRM to {​{​Name}} in WebMerge).

Action: Route Data

    Description: Sends data to a WebMerge "Data Route" to conditionally generate different documents based on the data provided (e.g., generate a "CA Resident Contract" vs. "NY Resident Contract").

Action: Retrieve Document Status

    Description: Checks if a document has been successfully generated or delivered.

1. Proposed Triggers (Events in WebMerge that start a Relay flow)

   Trigger: Document Generated

    Use Case: When a PDF is finalized in WebMerge, trigger a Relay workflow to save it to Google Drive, email it to a client, or attach it to a Slack message.

   Trigger: Delivery Failed

    Use Case: If a document fails to send or merge, trigger an alert in Slack or Microsoft Teams for the operations team to investigate.

Top Use Cases

A. The “Human-Approved” Sales Contract

Trigger: Deal moves to "Proposal" stage in HubSpot/Salesforce.

AI Step: Relay.app AI drafts a custom "Scope of Work" paragraph based on meeting notes.

Human-in-the-Loop: A Sales Manager reviews and approves the AI-drafted scope.

Action: Relay.app sends the approved scope + deal data to WebMerge.

Result: WebMerge generates a PDF contract and emails it to the client for signature.

B. Automated Employee Onboarding

Trigger: New row added in Google Sheets or "New Hire" in HR tool.

Action: Relay.app sends candidate details to WebMerge.

Result: WebMerge generates an Offer Letter, NDA, and Benefits Guide, then saves them to a structured Google Drive folder for the new employee.

C. Invoice Generation & Notification

Trigger: Payment received in Stripe or Quickbooks.

Action: Relay.app maps transaction details to a WebMerge Invoice Template.

Result: WebMerge creates a branded PDF invoice. Relay.app then takes that PDF and sends it via Gmail with a personalized "Thank You" note generated by AI.