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Formstack Documents + Nutshell

Populate WebMerge documents for new leads in Nutshell CRM

Need a way to automatically populate documents from Nutshell CRM? Set up this Nutshell-WebMerge integration, and whenever you add a new lead to Nutshell, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!

Need a way to automatically populate documents from Nutshell CRM? Set up this Nutshell-WebMerge integration, and whenever you add a new lead to Nutshell, Zapier will send the information over to your WebMerge template - automatically generating letters, quotes, contracts and more!

  1. When this happens...
    NutshellNutshell
    New Lead

    Triggers when a new Lead is created.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
formstack-documents logo
formstack-documents logo

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.
Learn more

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  • Documents

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Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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