Bidsketch logoFormstack Documents logo
Try It

Create documents in WebMerge for new proposals in Bidsketch

  1. When this happensStep 1: Proposal Accepted or Declined

  2. Then do thisStep 2: Create Document Merge

Need a way to populate letters, invoices and other documents automatically the moment proposals are accepted or declined in Bidsketch? Setup this Bidsketch-WebMerge integration so that each time a client accepts your proposal in Bidsketch, Zapier will pull information from the application to complete a WebMerge template.

How this Bidsketch-WebMerge integration works

  1. A proposal is accepted or declined in Bidsketch
  2. Zapier sends data to a WebMerge document

Apps involved

  • Bidsketch
  • WebMerge
Try it

Connect Bidsketch + Formstack Documents in Minutes

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

All Triggers & Actions

Connect the apps you use every day

Get started with a Free account

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s Terms of Service