Formstack Documents + Redtail CRM
Create agreements for new Redtail CRM contacts with WebMerge
Need to populate contracts, agreements, proposals and other documents from Redtail CRM? Setup this Redtail-WebMerge integration and each time you add a new record to Redtail CRM, Zapier will automatically send the data to your WebMerge template.
Need to populate contracts, agreements, proposals and other documents from Redtail CRM? Setup this Redtail-WebMerge integration and each time you add a new record to Redtail CRM, Zapier will automatically send the data to your WebMerge template.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
