Formstack Documents + Spiro
Populate WebMerge document templates from updated Spiro opportunities
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!
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!
- When this happens...Opportunity Sales Stage Change
Triggers when opportunity sales stage changes.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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