Populate WebMerge document templates from new Vtiger opportunities

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
Populate WebMerge document templates from new Vtiger opportunities
Vtiger CRM integration logo

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.

WebMerge integration logo

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.

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