Formstack Documents + SweepBright

Formstack Documents + SweepBright integrations

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.

When this happens...
Document Requested: Exclusive AgreementTriggers when an Exclusive Agreement document is requested.
TriggerInstant
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More things you can do with SweepBright and Formstack Documents

Discover other triggers and actions you can use with SweepBright and Formstack Documents

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
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Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
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Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
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Offer Created
Triggers when an Offer is created.
Trigger
Instant
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Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
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Owner Created
Triggers when a new owner is created.
Trigger
Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer ID
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Write
- Buyers
  Required
- Buyer Fee Fixed
  Required
- Buyer Gross Amount
- Buyer Fee Percentage
  Required
- Currency
  Required
- Direction
  Required
- Owner Fee Fixed
  Required
- Owner Net Amount
- Owner Fee Percentage
  Required
- Notes
- Owners
  Required
- Parent Offer ID
- Property ID
  Required
- Valid Until
Action
Write
- Contact ID
  Required
- Label IDs
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Search Query
  Required
- Office ID
- Contact Type
Action
Search
- Search Query
  Required
- Office ID
Action
Search
- Search Query
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
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Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
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Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
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Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
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Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
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Owner Updated
Triggers when an owner is updated.
Trigger
Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Property ID
  Required
- Visibility
  Required
Action
Write
- Property ID
- Company
- E-Mail Address
  Required
- First Name
- Last Name
  Required
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office ID
  Required
- Type
  Required
- Status
  Required
- Negotiator Email
  Required
- Transaction Type
  Required
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- Country
  Required
Action
Write
- Contact ID
  Required
- Property ID
  Required
- Relation
Action
Write
- Offer ID
  Required
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer ID
  Required
- Notes
- Owners
- Valid Until
Action
Write
- Offer ID
  Required
Action
Search
- Search Query
  Required
Action
Search
- Search Query
  Required
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Search or write
- Output
  Required
- File Name
- File 1
  Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- Route
  Required
- Download File
Action
Write
- File
  Required
Action
Write

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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About SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create purchase offers in WebMerge with the property data from SweepBright

Generate a lease or purchase agreement in SweepBright to send to Webmerge