Formstack Documents + SweepBright

Create agreements from SweepBright with WebMerge

Need to populate contracts, agreements, and other documents from SweepBright? Setup this SweepBright-WebMerge integration and Zapier will send the SweepBright data to your WebMerge template.

When this happens...
Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
TriggerInstant
automatically do this!
Create Document Merge
Send data to your Merge URL.
ActionWrite

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Supported triggers and actions

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
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Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
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Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
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Offer Created
Triggers when an Offer is created.
Trigger
Instant
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Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
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Owner Created
Triggers when a new owner is created.
Trigger
Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Offer IDRequired
Action
Write
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Write
- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Notes
- OwnersRequired
- Parent Offer ID
- Property IDRequired
- Valid Until
Action
Write
- Contact IDRequired
- Label IDsRequired
Action
Write
- Offer IDRequired
Action
Write
- Contact IDRequired
- LabelsRequired
Action
Write
- Search QueryRequired
- Office ID
- Contact Type
Action
Search
- Search QueryRequired
- Office ID
Action
Search
- Search Query
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
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Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
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Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
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Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
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Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
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Owner Updated
Triggers when an owner is updated.
Trigger
Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Contact IDRequired
- LabelsRequired
Action
Write
- Property IDRequired
- VisibilityRequired
Action
Write
- Property ID
- Company
- E-Mail AddressRequired
- First Name
- Last NameRequired
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office IDRequired
- TypeRequired
- StatusRequired
- Negotiator EmailRequired
- Transaction TypeRequired
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- CountryRequired
Action
Write
- Contact IDRequired
- Property IDRequired
- Relation
Action
Write
- Offer IDRequired
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer IDRequired
- Notes
- Owners
- Valid Until
Action
Write
- Offer IDRequired
Action
Search
- Search QueryRequired
Action
Search
- Search QueryRequired
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Search or write
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. 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

Related categories

Documents

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About SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create purchase offers in WebMerge with the property data from SweepBright

Generate a lease or purchase agreement in SweepBright to send to Webmerge

Formstack Documents + SweepBright

Create agreements from SweepBright with WebMerge

Document Requested: Non-Exclusive Agreement

Interaction Registered for Lead

Feedback Added to Interaction

Visit Canceled

Visit Updated

Document Requested: Exclusive Agreement

Offer Accepted

Offer Cancelled

Offer Created

Offer Restored

Owner Created

Document Requested: Property Folder

Document Requested: Lease or Purchase Agreement

Archive Offer

Cancel Offer

Create Contact

Create Offer

Detach Labels From Contact

Refuse Offer

Set Contact Labels

Find or Create Contact

Find Properties

Find Users

New Merged Document

Convert File to PDF

Create Document Merge

Property Created or Updated

Lead Created

Lead Updated

New Visit Scheduled

Document Requested: Valuation

Document Requested: Property Sheet

Offer Archived

Offer Changed

Offer Refused

Offer Updated

Owner Updated

Property Status Changed

Accept Offer

Attach Labels to Contact

Change Property Visibility

Create Lead

Create Property

Link Contact to Property

Restore Offer

Update Offer

Get Offer

Find Teams

Find Or Create Contact

Combine Files

Create Data Route Merge

Extract Field Values From PDF

About Formstack Documents

Related categories

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Google Docs

Dropbox

Quip

About SweepBright

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates