Need a way to automatically populate quotes, letters, invoices, and other documents from your CRM? Set up this Lime Go-WebMerge integration, so that whenever you add a new deal to Lime Go, Zapier will send the information over to your WebMerge template. This will help you automatically generate quotes, contracts, proposals, and more!
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Lime Go-WebMerge integration works
- A deal is updated in Lime Go
- Zapier automatically sends the data to a WebMerge template
- Lime Go
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Triggers when a positive call has been registered in a calling list.
Creates a new signal.
Triggers when a deal change a status. Only true for intermediate statuses.
Send data to your Data Route URL.
Triggers when a deal is won in LIME Go.
Send data to your Merge URL.
Triggers when a merged/populated document is created.
Combine multiple files into a single PDF or DOCX.
Triggers when a company gets the relation "Working On It".
Extracts the field values from the given PDF file.
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