Create invoices for deals in a new stage in Zendesk Sell with WebMerge
Looking for a way to automatically generate invoices when you close a deal in Zendesk Sell? Setup this Zendesk Sell-WebMerge integration and each time you update a deal in Zendesk Sell to a designated stage, Zapier will send the data to your template in WebMerge.
Looking for a way to automatically generate invoices when you close a deal in Zendesk Sell? Setup this Zendesk Sell-WebMerge integration and each time you update a deal in Zendesk Sell to a designated stage, Zapier will send the data to your template in WebMerge.
- When this happens...Deal Enters New Stage
Triggers when a deal enters a new stage.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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