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Populate WebMerge document templates from updated Spiro opportunities

  1. When this happensStep 1: Opportunity Sales Stage Change

  2. 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

  1. An opportunity is updated in Spiro
  2. Zapier automatically sends the data to WebMerge

Apps involved

  • Spiro
  • WebMerge
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