Create invoices for deals won in Base CRM with WebMerge

Looking for a way to automatically generate invoices when you close a deal in Base CRM? Setup this Base-WebMerge integration and each time you update a deal in Base 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 Base-WebMerge integration works

  1. Deal is updated to Won in Base CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Base CRM
  • WebMerge
Create invoices for deals won in Base CRM with WebMerge
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Base CRM is a simple but powerful CRM with a seamless mobile experience.

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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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