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Formstack Documents + Vtiger CRM

Populate WebMerge document templates from new Vtiger opportunities

Need a way to automatically populate quotes, invoices, and other documents from Vtiger CRM? Set up this Vtiger-WebMerge integration, and whenever you add a new opportunity to Vtiger, Zapier will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

Need a way to automatically populate quotes, invoices, and other documents from Vtiger CRM? Set up this Vtiger-WebMerge integration, and whenever you add a new opportunity to Vtiger, Zapier will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

  1. short arrow
    long arrow
    When this happens...
    Vtiger CRMVtiger CRM
    New Opportunity

    Triggers when a new Opportunity is created.

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

    Send data to your Merge URL.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
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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.
Learn more

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  • Documents

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Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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