Agile CRM + Formstack Documents
Create invoices for deals won in Agile CRM with WebMerge
Looking for a way to automatically generate invoices when you close a deal in Agile CRM? Setup this Agile-WebMerge integration and each time you update a deal in Agile to "Won", Zapier will send the data to your template in WebMerge.
Looking for a way to automatically generate invoices when you close a deal in Agile CRM? Setup this Agile-WebMerge integration and each time you update a deal in Agile to "Won", Zapier will send the data to your template in WebMerge.
- When this happens...Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
- 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 Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Related categories
Similar apps
HubSpot
Marketing Automation
Inbound Now
Marketing Automation, WordPress
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
