Formstack Documents + Salesflare
Create WebMerge documents for new opportunities in Salesflare
Need a way to automatically create contracts, quotes, letters and other documents when you add new opportunities in your CRM so that your sales team can focus on their core tasks? Set up this Salesflare-WebMerge integration so that each time a Salesflare opportunity is created, Zapier will use information from that opportunity to complete a WebMerge template.
Need a way to automatically create contracts, quotes, letters and other documents when you add new opportunities in your CRM so that your sales team can focus on their core tasks? Set up this Salesflare-WebMerge integration so that each time a Salesflare opportunity is created, Zapier will use information from that opportunity to complete a WebMerge template.
- When this happens...New Opportunity
Triggers when a new opportunity has arrived.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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