WebMerge + Zengine Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Zengine, with as many as 24 possible integrations. Are you ready to find your productivity superpowers?
Create personalized documents from Zengine using WebMerge
This integration provides an easy way to create personalized documents - such as contracts, invoices, and letters - based on data you store in Zengine.
How It Works
- A new record is created in Zengine
- Zapier automatically creates a new document in WebMerge
What You Need
- Zengine account
- WebMerge account with a Documents Template
Automatically populate WebMerge document templates from Zengine
Looking for a way to automatically populate documents (quotes, contracts, reports, etc) with data from Zengine workspaces? Add this Zengine-WebMerge integration and Zapier will automatically send data from records in Zengine to WebMerge to populate invoices, proposals, and more.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Zengine-WebMerge integration works
- A record is updated in Zengine
- Zapier sends data over to a WebMerge document
It's easy to connect WebMerge + Zengine 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 task is added.
Send data to your Merge URL.
Triggers when any record is updated in a form of your choice.
Updates a record.
Triggers when a new record is added to a form of your choice.
Adds a comment to a record or workspace.
Triggers when a new event is added.
Adds a record to a form.
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