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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
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Connect Formstack Documents + OnePageCRM in Minutes

It's easy to connect Formstack Documents + OnePageCRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

New Won Deal

Triggers when a deal is won.

New Pending Deal

Triggers when a new pending deal is created.

New Contact

Triggers when a new contact is created.

New Next Action

Triggers when a new next action is set.