Need a way to automatically populate documents from Capsule CRM? Setup this Capsule CRM-WebMerge integration, and whenever you add a new opportunity to Capsule CRM, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Capsule CRM-WebMerge integration works
- A new opportunity is added to Capsule CRM
- Zapier automatically sends the data to WebMerge
- Capsule CRM
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when a given action is performed on a Task.
Send data to your Merge URL.