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!
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this ClinchPad-WebMerge integration works
- A new lead is added to ClinchPad
- Zapier automatically sends the data to WebMerge and creates a document merge
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Triggers when a new lead is added.
Creates a new lead.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Send data to your Merge URL.
Extracts the field values from the given PDF file.
Combine multiple files into a single PDF or DOCX.