Create Personalized Documents in WebMerge From Harvest
When this happensStep 1: New Client
Then do thisStep 2: Create Document Merge
Harvest is a great tool for creating quotes and invoices, but what if you want other personalized documents for your clients? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a client to Harvest.
How it Works
Zapier will watch your Harvest account for new clients. Whenever you add a new client, it'll copy the client info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.
What You Need
- A Harvest Account with Client Info
- A WebMerge Account with a Document Template check this WebMerge tutorial for more info)
Got that? Then let's get started.