WebMerge

The WebMerge add-on needs to be installed and activated to see the features mentioned in this this documentation.

Connecting Ninja Forms and WebMerge

First, connect your Ninja Forms installation with your WebMerge account.

Learn how to connect Ninja Forms to your WebMerge account

In your WebMerge account, click your portrait and go to “API Access”.

API Access Section

On this new page, if you have not already done so, click “New API Key”

Create API

Name your key “Ninja Forms” or something else you will be able to remember.

Create API Key

Copy your “Key” and “Secret” from your newly created API key…you will need both of these to set up Ninja Forms below.

Get API Key

In Ninja Forms, go to Forms > Settings, and at the bottom, you will see a section to input your API Key and API.

WebMerge API Settings


Setting up Ninja Forms to send data to WebMerge

You will need to create a document through WebMerge that contains Merge Fields.

Build the WebMerge Document

This documentation from WebMerge should help you understand how to use their Merge Fields.

In the form builder, open your “Emails and Actions” menu and click “Add New Action.”

Add New Action

Choose the WebMerge Action

Choose WebMerge Action

Choose your WebMerge Document from the list drop-down.

If the document does not appear, press the blue refresh arrow next to the List title.

Choose WebMerge List

Under the “LIST FIELD MAPPING” section, use the insert merge tag button to select the fields from your Ninja Form that you would like sent to the corresponding WebMerge Fields.

Choose Merge Fields

You should now be setup to have WebMerge create a document using the submission data from Ninja Forms.



More reading

Documentation on Building Your WebMerge Documents