Formstack Documents + Vtiger CRM

Formstack Documents + Vtiger CRM integrations

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!

When this happens...
New OpportunityTriggers when a new Opportunity is created.
TriggerPolling
automatically do this!
Create Document MergeSend data to your Merge URL.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Vtiger CRM and Formstack Documents

Discover other triggers and actions you can use with Vtiger CRM and Formstack Documents

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
Try It
New Case
Triggers when a new Case is created.
Trigger
Polling
Try It
New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It

New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It

Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document
  Required
- Download File
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
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.

Learn moreLearn moreHelpHelp

Related categories

Documents

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Quip

Documents

About Vtiger CRM

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)