Need to populate contracts, agreements, proposals and other documents from Redtail CRM? Setup this Redtail-WebMerge integration and each time you add a new record to Redtail CRM, 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 Redtail-WebMerge integration works
- A new contact is created in Redtail CRM
- Zapier automatically sends data to WebMerge
- Redtail CRM
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Triggers when a new activity is created.
Creates a new activity.
Triggers when a new contact is created.
Creates a new contact.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Send data to your Merge URL.
Creates a new opportunity.