Looking for a way to automatically send welcome letters, customized invoices, and other template documents to new customers from Cheddar? Set up this Cheddar-WebMerge integration, and each time you a new subscription is created in Cheddar, Zapier will send the data to your template in WebMerge, automatically creating a new template document with your customer info.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Cheddar-WebMerge integration works
- A new subscription is created in Cheddar
- Zapier automatically sends data to WebMerge
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A transaction has been executed or a transaction's status has changed.
Send data to your Data Route URL.
Subscription was canceled.
Send data to your Merge URL.
The New Subscription event occurs when a new customer is created in Cheddar.
Extracts the field values from the given PDF file.
Triggers when a merged/populated document is created.
Combine multiple files into a single PDF or DOCX.
The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible.
Converts a given file to a PDF.