Streak
When this happens...
StreakBox Change Stage
Then do this...
WebMergeCreate Document Merge

Looking for a way to automatically generate proposals when you get a new deal Streak CRM? This Streak-WebMerge integration can do it for you. Each time you update a deal (box) in Streak, Zapier will send the data to your template in WebMerge. It's a great way to automatically make any documents you need from Streak.

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

How this Streak-WebMerge integration works

  1. A deal/box is updated to a certain stage in Streak
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Streak
  • WebMerge

Why Zapier?

Free

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

When this happens...
then do this!
Updated Box

Triggers when a Field on a Box is updated.

Create Task

Create a new Task on a Box.

Box Change Stage

Triggers when a box changes Stage.

Edit Box

Edit fields, stage, assigned to, name and notes on an existing box.

New Box

Triggered when a new box is created.

Create New Box

Create a new box.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Task Due

Triggers when a Task becomes due, but it not yet completed.

Create Document Merge

Send data to your Merge URL.

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Learn More

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