Populate quotes and sales documents from Airtable with WebMerge
When this happensStep 1: New Record in View
Then do thisStep 2: Create Document Merge
Need a way to automatically populate quotes and other documents from Airtable? Setup this Airtable-WebMerge integration, and whenever you add a record to a view in Airtable, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Airtable-WebMerge integration works
- A record is added to a view in Airtable
- Zapier automatically sends the data to WebMerge