Pipeliner
When this happens...
PipelinerNew Opportunity
Then do this...
WebMergeCreate Document Merge

Which you could automatically generate contracts and other documents for new sales opportunities? Now, with a little help from Zapier, you can! Any time you have a new opportunity in Pipeliner, a document of your choosing will be created in WebMerge.

How It Works

  1. You have a new opportunity in Pipeliner
  2. Zapier automatically creates a document in WebMerge

What You Need

  • Pipeliner account
  • WebMerge account

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new lead is added.

Create Account

Create a new account.

New Contact

Triggers when a new contact is added.

Create Contact

Create a new contact.

New Account

Triggers when a new account is added.

Create Lead

Create a new lead.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Moved Opportunity

Triggers when an opportunity was moved.

Create Document Merge

Send data to your Merge URL.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

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