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Create quotes from new OnePageCRM deals with WebMerge

  1. When this happensStep 1: New Pending Deal

  2. Then do thisStep 2: Create Document Merge

Need a way to automatically populate documents from OnePageCRM? Setup this OnePageCRM-WebMerge integration, and whenever you add a new deal to OnePageCRM, Zapier will send the information over to your WebMerge template - automatically generating contracts, quotes, proposals, and more!

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

How this OnePageCRM-WebMerge integration works

  1. A new deal is added to OnePageCRM
  2. Zapier automatically sends the data to WebMerge

Apps involved

  • OnePageCRM
  • WebMerge

Connect Formstack Documents + OnePageCRM in Minutes

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