WebMerge
When this happens...
Zendesk SellDeal Enters New Stage
Then do this...
WebMergeCreate Document Merge

Looking for a way to automatically generate invoices when you close a deal in Zendesk Sell? Setup this Zendesk Sell-WebMerge integration and each time you update a deal in Zendesk Sell to a designated stage, Zapier will send the data to your template in WebMerge.

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 + Zendesk Sell 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.

New Deal

Triggers when a new deal is created.

Create Document Merge

Send data to your Merge URL.

New Lead

Triggers when a new lead is created.

Create Note

Creates a new note for an existing lead, contact or deal.

Deal Enters New Stage

Triggers when a deal enters a new stage.

Create Deal

Creates a new deal.

New Task

Triggers when a new task is created.

Create Task

Creates a new task.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

See Zendesk Sell Integrations

Connect WebMerge + Zendesk Sell

Connect the apps you use everyday and find your productivity super-powers.

By signing up, you agree to Zapier’s Terms of Service.