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
- You have a new opportunity in Pipeliner
- Zapier automatically creates a document in WebMerge
What You Need
- Pipeliner account
- WebMerge account
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Triggers when a new lead is added.
Create a new account.
Triggers when a new contact is added.
Create a new contact.
Triggers when a new account is added.
Create a new lead.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when an opportunity was moved.
Send data to your Merge URL.