Create exclusive sales agreements in WebMerge with the property data from SweepBright
With this Zapier integration, you can automatically generate a contract giving you the exclusive right to sell a property using your data from SweepBright. Store your exclusive sales agreement template on WebMerge and have it dynamically populated so that you don't have to manually enter the same data twice.
With this Zapier integration, you can automatically generate a contract giving you the exclusive right to sell a property using your data from SweepBright. Store your exclusive sales agreement template on WebMerge and have it dynamically populated so that you don't have to manually enter the same data twice.
- When this happens...Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Document Merge
Send data to your Merge URL.
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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.
Try It