When this happens...
Vtiger CRMNew Opportunity
Then do this...
WebMergeCreate Document Merge

Need a way to automatically populate quotes, invoices, and other documents from Vtiger CRM? Set up this Vtiger-WebMerge integration, and whenever you add a new opportunity to Vtiger, Zapier will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

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

How this Vtiger-WebMerge integration works

  1. A new opportunity is added to Vtiger CRM
  2. Zapier automatically sends the data to WebMerge

Apps involved

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

When this happens...
then do this!
Vtiger CRM
Opportunity Created or Updated

Triggers when a new opportunity is created or existing opportunity is updated.

Vtiger CRM
Create or Update Contact

Creates or updates contact.

Vtiger CRM
Lead Created or Updated

Triggers when a new lead is created or existing lead is updated.

Vtiger CRM
Create Event

Create a new Event in Vtiger.

Vtiger CRM
New Opportunity

Triggers when a new Opportunity is created.

Vtiger CRM
Create or Update Opportunity

Creates or updates opportunity.

Vtiger CRM
New Todo

Triggers when a new todo is created.

Vtiger CRM
Create or Update Lead

Creates or updates lead.

Vtiger CRM
New Contact

Triggers when a new contact is created.

Vtiger CRM
Create Case

Creates a new Case.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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.