When this happens...
BatchbookNew Person
Then do this...
WebMergeCreate Document Merge

Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your BatchBook CRM contacts? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a contact to BatchBook.

How it Works

Zapier will watch your Batchbook account for new contacts. Whenever you add a new contact, it'll copy their info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. A Batchbook Account with Contact Info
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

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 Batchbook + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Person

Triggered when you add a new person.

Create Document Merge

Send data to your Merge URL.

New Company

Triggered when you add a new company.

Create Person

Adds a new person.

New User

Triggered when you add a new user.

Create Company

Adds a new company.

Combine Files

Combine multiple files into a single PDF or DOCX.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

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.