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.

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
Create invoices for deals won in Agile CRM with WebMerge
Agile CRM integration logo

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

WebMerge integration logo

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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