Capsule CRM + Formstack Documents
Populate documents from new opportunities in Capsule CRM with WebMerge
Need a way to automatically populate documents like proposals, contracts, quotes, and more from Capsule CRM? Setup the Capsule CRM-WebMerge integration and each time you get a new deal in Capsule CRM, Zapier will automatically send that data over to your WebMerge template(s).
Need a way to automatically populate documents like proposals, contracts, quotes, and more from Capsule CRM? Setup the Capsule CRM-WebMerge integration and each time you get a new deal in Capsule CRM, Zapier will automatically send that data over to your WebMerge template(s).
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. 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.
