Comma separated tags to attach to the contact.

If present, we will automatically create and attach a note with this "content" to the new contact.

If present, we will automatically create and attach a note with this "preview" to the new contact.

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Nimble

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Streak

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Your desired name of the combined file (no extension).

Do you need to download this document to Zapier for another action?

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.

Formstack Documents

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

DocSend

Do you need an easy way to send out customized welcome letters to contacts in Nimble?  Setup the Nimble-WebMerge integration and Zapier will automatically send data from new contacts over to WebMerge to populate letters, invoices, and more.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Nimble-WebMerge integration works

Formstack Documents + Nimble

Send welcome letters to new contacts in Nimble with WebMerge

Supported triggers and actions

New Contact

Create Task

Combine Files

Create Data Route Merge

Extract Field Values From PDF

Create Contact

New Merged Document

Convert File to PDF

Create Document Merge

About Formstack Documents

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