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Populate WebMerge documents for new Microsoft Dynamics opportunities

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Document Merge

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).

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Microsoft Dynamics CRM-WebMerge integration works

  1. A new opportunity is added to Microsoft Dynamics CRM
  2. Zapier automatically sends the data over to a WebMerge document template

Apps involved

  • Microsoft Dynamics CRM
  • WebMerge

Connect Formstack Documents + Microsoft Dynamics 365 CRM in Minutes

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