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

Need to populate proposals, contracts, agreements, and other documents from Insightly? Setup this Insightly-WebMerge integration and each time you add a new opportunity to Insightly Zapier will send the data to your WebMerge template.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Insightly-WebMerge integration works

  1. A new opportunity is created in Insightly
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Insightly
  • WebMerge

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 Insightly + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Merged Document

Triggers when a merged/populated document is created.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Create Data Route Merge

Send data to your Data Route URL.

New Organization

A new organization was created in your Insightly account.

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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.