Copper + Formstack Documents
Merge Copper opportunities with updated stages into WebMerge documents
When the time comes to make those deals official with paperwork, the last thing you want to do is be slowed down by missing or inaccurate data. Solve both those problems before they happen by setting up this Zap. From that point on, whenever your Copper opportunity stages change, their data will automatically be sent to WebMerge, merging with your document templates to ensure your paperwork is always ready for you.
When the time comes to make those deals official with paperwork, the last thing you want to do is be slowed down by missing or inaccurate data. Solve both those problems before they happen by setting up this Zap. From that point on, whenever your Copper opportunity stages change, their data will automatically be sent to WebMerge, merging with your document templates to ensure your paperwork is always ready for you.
- When this happens...Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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