Wufoo

Collecting data from your customers can be a painful process unless you have a tool like Wufoo. With Wufoo you can build easy-to-use online forms that you can embed on your website.  These forms can be used to collect new leads, customer information, orders, and more.

With WebMerge you can automatically take information that you’re collecting with your Wufoo forms and populate all types of documents like applications, contracts, reports, and more.  You’ll never have to copy & paste again!

In this example, we’re going to show you how to take data from a Wufoo form and automatically populate a contract.  We’ll then send that contract over to DocuSign for signature.

To get started, we’re going to setup our contract template using a Word document.  Inside our Word document, we’re going to add our boilerplate contract details and then for the spots that we want our customer information to go, we’re going to add merge fields.  These merge fields are just like any other text and they looks like {$Name}, {$Address}, etc.

Here’s what our contract template looks like:
 


Since we’ll be sending this document over to DocuSign for e-signature, we’ll need to add a signature tag so that DocuSign knows where to place the signature in the document.  The signature tag is just like any other text and looks like:   \s1\
 


Once our template is ready, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, pick Office Document as your document type and then pick the file from your computer.
 


After you upload the template, you’ll be taken to the Settings tab where you can change options like the type of file that is generated and the name of the generated file.  For this example, we’re going to generate a PDF and we’re going to include the name of our customer in the file name.
 


Next, we’re going to setup the DocuSign delivery so that our merged contract is automatically sent over to DocuSign for signature.  From the Deliver tab, click the New Deliver button and then select DocuSign.

After you authenticate your DocuSign account, you’ll need to define the signer information using merge fields.  If you don’t have those merge fields in your document, simply select <<Other>> from the dropdown and then manually type in merge fields like {$Name} and {$Email}.
 


Once the DocuSign delivery is setup, we’re done with the setup in WebMerge and we’re ready to setup the integration with Wufoo.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, click the New Zap button.  For the Trigger, we’re going to pick Wufoo as the service and then New Entry as the trigger.
 


After you’ve authenticated your Wufoo account, you’ll need to pick the Wufoo form that you want to monitor.
 


Next, we’re going to setup the Action of our zap.  For the service, we’re going to pick WebMerge and then Create Document Merge as the action.
 


Once you authenticate your WebMerge account, you’ll be asked to pick the document that you want to merge.  Go ahead and pick the contract that you just setup in WebMerge.  Once you pick the document, Zapier is going to load a list of all the merge fields that are in your document.

For each of the merge fields, you’ll need to pick the corresponding Wufoo field.  This tells Zapier how to send the form data over to WebMerge so that it is populated in the correct spot on your contract.
 


Now that you have all the fields matched up, go ahead and save your Zap and turn it on.  It’s ready for a test!  Go ahead and submit a test entry on your Wufoo form.  Zapier will detect this submission and then send that data over to WebMerge where the contract will be generated and sent over to DocuSign.

Here’s what our contract looks like ready for signature in DocuSign:
 


Congrats – you’re all done!  You can now automatically generate all kinds of documents from Wufoo.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk