When this happens...
Capsule CRMNew Person
Then do this...
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 person to Capsule CRM, Zapier will send the information over to your WebMerge template - automatically generating letters, proposals, contracts 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 person is added to Capsule CRM
  2. Zapier automatically sends the data to WebMerge

Apps involved

  • Capsule CRM
  • WebMerge

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

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 Person

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

New Merged Document

Triggers when a merged/populated document is created.

Create Case

Create a new case.

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Become a Zapier Integration Partner

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

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.