Formstack Documents + OnePageCRM

Auto-populate WebMerge templates from new OnePageCRM deals

Is your Sales team spending too much time creating contacts, quotes, invoices and other documents in the CRM? Setup this OnePageCRM-WebMerge integration, so that whenever a new deal to OnePageCRM, Zapier will use the information in the deal to complete a WebMerge template, saving precious time so your team can focus on their core functions.

When this happens...
TriggerScheduled
automatically do this!
Create Document Merge
Send data to your Merge URL.
ActionWrite

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Supported triggers and actions

What does this mean?

- Contact ID
Trigger
Scheduled
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Scheduled
Try It

- Contact IDRequired
- TextRequired
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact IDRequired
- TextRequired
Action
Write
- Deal IDRequired
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Scheduled
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact IDRequired
- Comment
Action
Write
- Contact IDRequired
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
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.

Learn more Help

Related categories

Documents

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Quip

Documents

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Formstack Documents + OnePageCRM

Auto-populate WebMerge templates from new OnePageCRM deals

Closed Sales Cycle

Contact ID

New Next Action

Filter by Type

New Contact

Search Phrase

Custom Filter ID

Filter by Contact Status

Filter by Tag

Filter by Lead Source

Filter by Deal Status

Starred

Include My Team Contacts

New Note

Contact ID

Updated Deal

Deal Status

Filter by Deal Name

Filter by Custom Filter

Filter by Tag

Create Next Action

TextRequired

Type

Create Contact

First Name

Last Name

Job Title

Company Name

Work

Home

Mobile

Work

Home

Other

Website

Twitter

Linkedin

Facebook

Instagram

Other

Street

City

State

Zip

Country

Type

Status

Tag

Lead Source

Background

Owner

Next Action Text

Next Action Date

Starred

Create Note

Contact IDRequired

TextRequired

Update Deal

Deal IDRequired

Name

Pipeline ID

Owner

Text

Status

Amount

Cost

Months

Base

Type

Value

Find Deal

Search phrase

Deal ID

Find or Create a Contact

Search Phrase (name, email or phone)