When this happens...
InfusionsoftNew Opportunity
Then do this...
WebMergeCreate Document Merge

Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Infusionsoft CRM opportunities? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a new opportunity in Infusionsoft.

How it Works

Zapier will watch your Infusionsoft account for new opportunities. Whenever you add a new opportunity, it'll copy the contact info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. An Infusionsoft Account with opportunities
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Infusionsoft + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

New Subscription

Triggers when a contact subscribes to plan.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Create Data Route Merge

Send data to your Data Route URL.

New Contact

Triggers when you add a new contact.

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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.