Formstack Documents + Nimble
Generate proposals and quotes for contacts in Nimble with WebMerge
Looking for an easy way to populate proposals, quotes, and more for contacts in Nimble? Setup the Nimble-WebMerge integration and Zapier will automatically send data from new contacts over to WebMerge to populate contracts, invoices, and more.
Looking for an easy way to populate proposals, quotes, and more for contacts in Nimble? Setup the Nimble-WebMerge integration and Zapier will automatically send data from new contacts over to WebMerge to populate contracts, invoices, and more.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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New Contact
Triggers when you add a new contact.
Try ItSubjectRequired
Notes
Due Date
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
Tags
First Note
First Note Preview
New Merged Document
Triggers when a merged/populated document is created.
Try ItFileRequired
DocumentRequired
Download File
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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DocumentsAbout Nimble
Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.
