Formstack Documents + SweepBright + Filter by Zapier
Create exclusive lease agreements in WebMerge with the property data from SweepBright
If you want to automatically generate a contract giving you the exclusive right to lease a property using the data from SweepBright, this is the Zapier integration for you. Your exclusive lease agreement template is stored on WebMerge and when you want to have it populated with a certain property's data, you only need to hit the exclusive agreement button in SweepBright. No need to manually enter the same data twice. Your template is automatically populated.
If you want to automatically generate a contract giving you the exclusive right to lease a property using the data from SweepBright, this is the Zapier integration for you. Your exclusive lease agreement template is stored on WebMerge and when you want to have it populated with a certain property's data, you only need to hit the exclusive agreement button in SweepBright. No need to manually enter the same data twice. Your template is automatically populated.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
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
