Building internal database systems can be a great way to organize your organization's data. With a tool like MySQL, you can build flexible databases that integrate across your entire organization and can scale as your business grows.
With Formstack Documents, easily integrate your MySQL databases to automatically generate documents like contracts, invoices, and reports.
Set up Document
Step 1: Set up a template within a Word document. Use merge fields like {$Name} to insert your customer information.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, create a PDF version of the invoice and include the Order Number in the file name.
Step 4: Pick how you want it delivered (for example email it to your company's Shipping Department. For the "To Address" enter the group's email address.
Connect to MySQL
After you have updated your delivery, set up the process inside Zapier to integrate with MySQL.
Step 1: Inside Zapier, click the New Zap button.
Step 2: For the trigger, settings choose MySQL as the service and New Row as the trigger.
Step 3: Authenticate your MySQL account and choose which table to monitor.
Step 4: Set up the Action of the Zap. For Service, choose Formstack Documents and then Create Document Merge as the Action.
Step 5: Authenticate your Formstack Documents account and choose the created template. Zapier will populate the list of all merge fields in the document.
Step 6: Pick the corresponding fields from MySQL into the merge fields of your document.
Step 7: Once fields are matched, save your new Zap to turn the integration on.
Moving forward, submissions on your MySQL site will send data over to your Formstack Document and then be sent to your shipping department to send the items.