Formstack Documents + SweepBright + Filter by Zapier
Create purchase offers in WebMerge with the property data from SweepBright
Do you need to automate your document creation? Do you want to have your very own form or document templates dynamically populated? With Zapier, you can automate this process entirely. Store your purchase offer template on WebMerge and when you are ready, hit the "Offer" button in SweepBright to have it automatically populated with your property data.
Do you need to automate your document creation? Do you want to have your very own form or document templates dynamically populated? With Zapier, you can automate this process entirely. Store your purchase offer template on WebMerge and when you are ready, hit the "Offer" button in SweepBright to have it automatically populated with your property data.
- When this happens...Document Requested: Valuation
Triggers when a valuation document is requested.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
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