Populate WebMerge document templates from updated Spiro opportunities
When this happensStep 1: Opportunity Sales Stage Change
Then do thisStep 2: Create Document Merge
Automatically populate proposals, invoices, and other documents from Spiro CRM, so you don't have to manually transfer customer info yourself. Set up this Spiro-WebMerge integration, and whenever you update an opportunity to a certain stage in Spiro, Zapier will send the information over to your WebMerge template, automatically generating quotes, contracts, proposals, and more!
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Spiro-WebMerge integration works
- An opportunity is updated in Spiro
- Zapier automatically sends the data to WebMerge