Formstack Documents + Nimble
Formstack Documents + Nimble
Formstack Documents + Nimble integrations
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.
- When this happens...New ContactTriggers when you add a new contact.
- automatically do this!Create Document MergeSend data to your Merge URL.
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More things you can do with Nimble and Formstack Documents
Discover other triggers and actions you can use with Nimble and Formstack Documents
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - SubjectRequired
- NotesRequired
- Due_dateRequired
ActionWrite- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
ActionWrite- RouteRequired
- Download File
ActionWrite
- Tags
- First_note
- First_note_preview
ActionWrite- New Merged Document
Triggers when a merged/populated document is created.
Try ItTriggerInstant - FileRequired
ActionWrite- DocumentRequired
- Download File
ActionWrite
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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About Nimble
Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.
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