Need to populate contracts, proposals, agreements and other documents with contact info stuck in your other apps? Setup this Wealthbox-WebMerge integration and each time you add a new contact to Wealthbox CRM, Zapier use the contact info to complete a WebMerge template.
How this Wealthbox-WebMerge integration works
- A new contact is created in Wealthbox CRM
- Zapier automatically sends data to WebMerge
- Wealthbox CRM
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Triggers when a new task is created.
Creates a new contact.
Triggers when a new event is created.
Creates a new event.
Triggers when a new contact is created.
Creates a new task.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when a new workflow is created.
Send data to your Merge URL.