ClinchPad + Formstack Documents
Populate WebMerge documents for new leads in ClinchPad
Need a way to automatically populate documents from ClinchPad? Set up this ClinchPad-WebMerge integration, and whenever you add a new lead to ClinchPad, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!
Need a way to automatically populate documents from ClinchPad? Set up this ClinchPad-WebMerge integration, and whenever you add a new lead to ClinchPad, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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New Lead
Triggers when a new lead is added.
Try ItNew Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
Lead NameRequired
StageRequired
Size
Assign To
Contact Name
Contact Designation
Contact Email
Contact Phone
Contact Address
Contact Organization
Product Name
Source Name
Zone Name
Note
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
FileRequired
About ClinchPad
ClinchPad is a modern sales CRM built for small teams.
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CRM (Customer Relationship Management)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.
