Populate WebMerge documents for new Microsoft Dynamics opportunities
Looking for a way to automatically populate documents like quotes, contracts, reports, and more from Microsoft Dynamics CRM? Setup this Microsoft Dynamics CRM-WebMerge integration. Each time you get a new opportunity in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).
Looking for a way to automatically populate documents like quotes, contracts, reports, and more from Microsoft Dynamics CRM? Setup this Microsoft Dynamics CRM-WebMerge integration. Each time you get a new opportunity in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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