Create WebMerge documents from Agile CRM deal milestones
Milestones are the heart of any business deal. Are we in talks? Have we closed yet? Each milestone may come with it's own set of documents that needs to be created and sent to the client, but doing that by hand is extremely tedious. With a little help from Zapier, create new documents in WebMerge from new deal milestones in Agile CRM
Milestones are the heart of any business deal. Are we in talks? Have we closed yet? Each milestone may come with it's own set of documents that needs to be created and sent to the client, but doing that by hand is extremely tedious. With a little help from Zapier, create new documents in WebMerge from new deal milestones in Agile CRM
- 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