Populate quotes and sales documents from Airtable with WebMerge

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
Populate quotes and sales documents from Airtable with WebMerge
Airtable integration logo

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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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