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

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

How It Works

  1. You change a deal milestone in Agile CRM
  2. Zapier automatically creates a new document in WebMerge

What You Need

  • Agile CRM account
  • WebMerge account

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ 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.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Ticket

Creates Ticket in the Agile CRM.

New Case

Triggers when a new case is added in Agile CRM.

Create Task

Create a Task for the Contact.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

Add Note

Add a Note to the Contact.

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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.

See WebMerge Integrations