Create contracts from new opportunities in Close with WebMerge
When this happensStep 1: New Opportunity
Then do thisStep 2: Create Document Merge
Need to populate contracts and other documents from Close? Setup this Close-WebMerge integration and each time you add a new opportunity to Close Zapier will send the data to your WebMerge template.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Close-WebMerge integration works
- A new opportunity is created in Close
- Zapier automatically sends data to WebMerge