When this happens...
BaseNew Deal Won
Then do this...
WebMergeCreate Document Merge

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

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Base
New Deal

Triggers when a new deal is created.

Base
New Deal

Create a new deal inside of your Base account.

Base
Incoming Deals

Triggers when you receive a new incoming deal.

Base
Create New Task on Lead/Contact/Deal

Creates a new task on a Lead, Contact or Deal.

Base
New Lead

Triggers when you get a new lead.

Base
New Lead

Create a new lead in your account.

Base
Qualified Deals

Triggers when you get a new qualified deal.

Base
Create Note on Lead/Contact/Deal

Creates a Note that is attached to a Lead, Contact or Deal.

Base
New Contact

Triggers when a contact is created.

Base
New Contact

Creates a new contact.

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Base CRM is a simple but powerful CRM with a seamless mobile experience.

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.