WebMerge
When this happens...
Copper[LEGACY] Updated Opportunity Stage V1
Then do this...
WebMergeCreate Document Merge

When the time comes to make those deals official with paperwork, the last thing you want to do is be slowed down by missing or inaccurate data. Solve both those problems before they happen by setting up this Zap. From that point on, whenever your Copper opportunity stages change, their data will automatically be sent to WebMerge, merging with your document templates to ensure your paperwork is always ready for you.

How It Works

  1. An opportunity stage changes on Copper
  2. Zapier automatically creates a merged document on WebMerge

What You Need

  • Copper account
  • WebMerge account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

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

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Create Document Merge

Send data to your Merge URL.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Update Person

Updates a Person depending on the match criteria.

New Lead

Triggers when a Lead is created in Copper.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Updated Task

Triggers when a Task is changed.

Create Person

Creates a new Person.

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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.

Learn More

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

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