Formstack Documents + Microsoft Dynamics 365 CRM
Populate WebMerge documents for new Microsoft Dynamics opportunities
Looking for a way to automatically populate documents like quotes, contracts, reports, and more from Microsoft Dynamics CRM? Setup this Microsoft Dynamics CRM-WebMerge integration. Each time you get a new opportunity in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).
Looking for a way to automatically populate documents like quotes, contracts, reports, and more from Microsoft Dynamics CRM? Setup this Microsoft Dynamics CRM-WebMerge integration. Each time you get a new opportunity in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
