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.
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Populate WebMerge documents for new deals in Zendesk Sell
Need a way to automatically generate proposals, contracts, invoices, and more for deals in your CRM? Set up this Zendesk Sell-WebMerge integration and each time you add a new deal to Zendesk Sell, Zapier will send the data to your template in WebMerge so you never have to import this info manually.
Note: you will need a WebMerge account with a Document Template to use this Zap.
It's easy to connect WebMerge + Zendesk Sell 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 lead is created.
Send data to your Merge URL.
Triggers when a new deal is created.
Creates a new note for an existing lead, contact or deal.
Triggers when a deal enters a new stage.
Creates a new deal.
Triggers when a new task is created.
Creates a new task.