WebMerge + Streak Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Streak, with as many as 68 possible integrations. Are you ready to find your productivity superpowers?
Create WebMerge proposal documents for Streak deals
Looking for a way to automatically generate proposals when you get a new deal Streak CRM? This Streak-WebMerge integration can do it for you. Each time you update a deal (box) in Streak, Zapier will send the data to your template in WebMerge. It's a great way to automatically make any documents you need from Streak.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Streak-WebMerge integration works
- A deal/box is updated to a certain stage in Streak
- Zapier automatically sends data to WebMerge
It's easy to connect WebMerge + Streak 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 Field on a Box is updated.
Send data to your Merge URL.
Triggers when a box changes Stage.
Create a new Task on a Box.
Triggered when a new box is created.
Edit fields, stage, assigned to, name and notes on an existing box.
Triggers when a Task becomes due, but it not yet completed.
Create a new box.
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