Populate WebMerge documents for deal status updates in Pipeline CRM
Looking for a way to automatically populate documents from Pipeline CRM when you update a deal? Setup this Pipeline CRM-WebMerge integration, and whenever you change the status of a deal in Pipeline CRM, Zapier will send the information over to your WebMerge template - automatically generating invoices contracts, quotes, proposals, and more!
Looking for a way to automatically populate documents from Pipeline CRM when you update a deal? Setup this Pipeline CRM-WebMerge integration, and whenever you change the status of a deal in Pipeline CRM, Zapier will send the information over to your WebMerge template - automatically generating invoices contracts, quotes, proposals, and more!
- When this happens...Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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