Populate documents in WebMerge for new opportunities in ProsperWorks
Need to populate proposals, invoices and other documents from ProsperWorks? Setup this ProsperWorks-WebMerge integration and each time you add a new opportunity in ProsperWorks Zapier will send the data to your WebMerge template.
Need to populate proposals, invoices and other documents from ProsperWorks? Setup this ProsperWorks-WebMerge integration and each time you add a new opportunity in ProsperWorks Zapier will send the data to your WebMerge template.
- When this happens...New Opportunity
Triggers when an Opportunity is created in Copper.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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