When this happens...
Agile CRMChanged Deal Milestone
Then do this...
WebMergeCreate Document Merge

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.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Agile-WebMerge integration works

  1. Deal is updated to Won Milestone in Agile CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Agile CRM
  • WebMerge

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Agile CRM + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Ticket

Triggers when a new ticket is added in Agile CRM.

Create Deal

Create a deal in the Agile CRM.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Task

Create a Task for the Contact.

New Case

Triggers when a new case is added in Agile CRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

Add Note

Add a Note to the Contact.

New Deal

Triggers when a new Deal is added in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

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Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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.