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Formstack Documents + SweepBright

Create agreements from SweepBright with WebMerge

Need to populate contracts, agreements, and other documents from SweepBright? Setup this SweepBright-WebMerge integration and Zapier will send the SweepBright data to your WebMerge template.

Need to populate contracts, agreements, and other documents from SweepBright? Setup this SweepBright-WebMerge integration and Zapier will send the SweepBright data to your WebMerge template.

  1. When this happens...
    SweepBrightSweepBright
    Document Requested: Exclusive Agreement

    Triggers when an Exclusive Agreement document is requested.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SweepBright triggers, actions, and search

    Document Requested: Non-Exclusive Agreement

    Triggers when a Non-Exclusive Agreement document is requested.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    Interaction Registered for Lead

    Triggers when a new interaction is registered for a lead.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    Feedback Added to Interaction

    Triggers when feedback is added to an interaction.

    Trigger
    Instant
    Try It
  • SweepBright triggers, actions, and search

    New Visit Scheduled

    Triggers when a new visit has been scheduled.

    Trigger
    Instant
    Try It
formstack-documents logo
formstack-documents logo

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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  • Documents

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sweepbright logo
sweepbright logo

About SweepBright

SweepBright lets real estate professionals organize and promote listings, match them with leads, and close the deal—all from their phone.

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