Formstack Documents + SweepBright + Filter by Zapier
Generate a lease or purchase agreement in SweepBright to send to Webmerge
Instead of printing your contracts out and signing them manually use Zapier to make this process paperless. Once a contract is requested in SweepBright, a merged document is created in WebMerge with the data fields from SweepBright. Within WebMerge, you can select delivery options like mail, saving to a Cloud drive (Gdrive) or digital signing options (Docusign).
Instead of printing your contracts out and signing them manually use Zapier to make this process paperless. Once a contract is requested in SweepBright, a merged document is created in WebMerge with the data fields from SweepBright. Within WebMerge, you can select delivery options like mail, saving to a Cloud drive (Gdrive) or digital signing options (Docusign).
- When this happens...Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase 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.
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