WebMerge + Agile CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Agile CRM, with as many as 56 possible integrations. Are you ready to find your productivity superpowers?
Create WebMerge documents from Agile CRM deal milestones
Milestones are the heart of any business deal. Are we in talks? Have we closed yet? Each milestone may come with it's own set of documents that needs to be created and sent to the client, but doing that by hand is extremely tedious. With a little help from Zapier, create new documents in WebMerge from new deal milestones in Agile CRM
How It Works
- You change a deal milestone in Agile CRM
- Zapier automatically creates a new document in WebMerge
What You Need
- Agile CRM account
- WebMerge account
Create invoices for deals won in Agile CRM with WebMerge
Looking for a way to automatically generate invoices when you close a deal in Agile CRM? Setup this Agile-WebMerge integration and each time you update a deal in Agile to "Won", Zapier will send the data to your template in WebMerge.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Agile-WebMerge integration works
- Deal is updated to Won Milestone in Agile CRM
- Zapier automatically sends data to WebMerge
- Agile CRM
It's easy to connect WebMerge + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers when a new ticket is added in Agile CRM.
Send data to your Merge URL.
Triggers when a new contact is add in AgileCRM.
Create a deal in the Agile CRM.
Triggers when a new case is added in Agile CRM.
Create a Task for the Contact.
Triggers when a tag is added to contact in AgileCRM.
Add Tag to a Contact in the Agile CRM.
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