Fill Merge Fields in DOCX Document in Zapier

Takes a DOCX document with merge fields and replaces them with specified data using Zapier. The keys in the data object should match the names of the merge fields.

Parameters ¶

Output Parameters

Parameter	Description	Example
File Content	The content of the result .docx file.	It is the content of the result file.

Setup Parameters

Parameter	Description	Example
App	Select the app.	Plumsail Documents
Action event	Select an action from the Plumsail Documents bundle.	Fill Merge Fields in DOCX Document
Account	To allow your zaps to get information from and send it to Plumsail Documents, you need to create a connection.	For more information on how to create a connection to Plumsail Documents, see the online Help.

Configure Parameters

Parameter	Description	Example
Data	Data to bind to the template in JSON format. You can obtain this data from other Zapier apps.	{ "EmployerFullName": "David Navarro", "EmployeeFullName": "Anil Mittal", "CompanyName": "Contoso LLC", "Position": "Marketing manager", "SalaryAmount": 5000, "ListOfBenefits": "list of any benefits that come with employment", "BonusesPolicyDescription": "annual evaluation", "EffectiveDate": "10/27/2024", "TerminationDate": "10/27/2025", "State": "New York" }
Template file	The raw content of the source .docx file with merge fields. You can extract file content from other connectors like: SharePoint Salesforce Box OneDrive Google Drive Dropbox SFTP File System Zapier apps	You can find instructions about creation of a document with merge fields in this article. Use this link to download the sample document.

Parameter

Description

Example

Data

Data to bind to the template in JSON format. You can obtain this data from other Zapier apps.

{
    "EmployerFullName": "David Navarro",
    "EmployeeFullName": "Anil Mittal",
    "CompanyName": "Contoso LLC",
    "Position": "Marketing manager",
    "SalaryAmount": 5000,
    "ListOfBenefits": "list of any benefits that come with employment",
    "BonusesPolicyDescription": "annual evaluation",
    "EffectiveDate": "10/27/2024",
    "TerminationDate": "10/27/2025",
    "State": "New York"
}