Formstack Documents + Nutshell

Formstack Documents + Nutshell integrations

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!

When this happens...
New LeadTriggers when a new Lead is created.
TriggerInstant
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

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More things you can do with Nutshell and Formstack Documents

Discover other triggers and actions you can use with Nutshell and Formstack Documents

Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity type
  Required
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- Name
  Required
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write

- Existing lead
  Required
- Outcome
  Required
Action
Write
- Existing company
  Required
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Full address
Action
Write

- Existing lead
  Required
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
- Sources
Action
Write
- Email Address or Phone Number
  Required
Action
Search
- User email
  Required
Action
Search
- Email Address
  Required
- Name
  Required
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Previous Import
  Required
- CSV File
  Required
Action
Write
- Existing person
  Required
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Find company by
  Required
Action
Search
- Find lead by
  Required
Action
Search
- Find company by
  Required
- Name
  Required
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Find lead by
  Required
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

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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Related categories

Documents

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About Nutshell

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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