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When this happens...
WebMergeCreate Document Merge

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

  1. A new opportunity is added to Capsule CRM
  2. Zapier automatically sends the data to WebMerge

Apps involved

  • Capsule CRM
  • WebMerge

Why Zapier?

Free

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

When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New or Updated Task

Triggers when a given action is performed on a Task.

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

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.

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.

See WebMerge Integrations