Nimble
When this happens...
NimbleNew Contact
Then do this...
WebMergeCreate Document Merge

Looking for an easy way to populate proposals, quotes, and more for contacts in Nimble? Setup the Nimble-WebMerge integration and Zapier will automatically send data from new contacts over to WebMerge to populate contracts, invoices, and more.

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

How this Nimble-WebMerge integration works

  1. A new contact is created in Nimble
  2. Zapier sends data over to WebMerge

Apps involved

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

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

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.

Create Contact

Create a new contact.

Create Task

Create a new task.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

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Become a Zapier Integration Partner

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

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.

See WebMerge Integrations