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Populate quotes and sales documents from Airtable with WebMerge

  1. When this happensStep 1: New Record in View

  2. 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

  1. A record is added to a view in Airtable
  2. Zapier automatically sends the data to WebMerge

Apps involved

  • Airtable
  • WebMerge
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Connect Airtable + Formstack Documents in Minutes

It's easy to connect Airtable + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.

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