Create WebMerge documents for new opportunities in SharpSpring
When this happensStep 1: New Opportunity
Then do thisStep 2: Create Document Merge
Need a way to populate contracts, quotes, agreements and other documents automatically when you add new Opportunities to SharpSpring? Set up this SharpSpring-WebMerge integration to handle that for you. For every new SharpSpring opportunity, Zapier will use information from that opportunity to complete a WebMerge template.
How this SharpSpring-WebMerge integration works
- There’s a new opportunity in SharpSpring
- Zapier sends data to a WebMerge document