Formstack Documents + Streak
Create WebMerge proposal documents for Streak deals
Looking for a way to automatically generate proposals when you get a new deal Streak CRM? This Streak-WebMerge integration can do it for you. Each time you update a deal (box) in Streak, Zapier will send the data to your template in WebMerge. It's a great way to automatically make any documents you need from Streak.
Looking for a way to automatically generate proposals when you get a new deal Streak CRM? This Streak-WebMerge integration can do it for you. Each time you update a deal (box) in Streak, Zapier will send the data to your template in WebMerge. It's a great way to automatically make any documents you need from Streak.
- When this happens...Box Change Stage
Triggers when a box changes Stage.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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DocumentsAbout Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
