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.
- When this happens...Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
- automatically 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