Create Personalized Documents from Keap Max Classic with WebMerge
Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Keap Max Classic CRM opportunities? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a new opportunity in Keap Max Classic.
Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Keap Max Classic CRM opportunities? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a new opportunity in Keap Max Classic.
- When this happens...New Opportunity
Triggers when you add a new opportunity.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It