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
- A Batchbook Account with Contact Info
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.
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Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggered when you add a new person.
Send data to your Merge URL.
Triggered when you add a new company.
Adds a new person.
Triggered when you add a new user.
Adds a new company.
Converts a given file to a PDF.