Formstack Documents + Keap Max Classic
Create document merges on WebMerge when you tag contacts in Keap Max Classic
If you use Keap Max Classic to manage your customer marketing, Zapier can create a document merge in WebMerge you apply a tag to a contact in Keap Max Classic. As soon as you tag a customer, WebMerge will create a new document merge automatically. You'll never have to manually copy customer data into document templates again.
If you use Keap Max Classic to manage your customer marketing, Zapier can create a document merge in WebMerge you apply a tag to a contact in Keap Max Classic. As soon as you tag a customer, WebMerge will create a new document merge automatically. You'll never have to manually copy customer data into document templates again.
- When this happens...Tag Added to Contact
Triggers when a tag gets added to a contact.
- automatically do this!Create Document Merge
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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
