Formstack Documents + SweepBright + Filter by Zapier
Create purchase offers in WebMerge with the property data from SweepBright
Do you need to automate your document creation? Do you want to have your very own form or document templates dynamically populated? With Zapier, you can automate this process entirely. Store your purchase offer template on WebMerge and when you are ready, hit the "Offer" button in SweepBright to have it automatically populated with your property data.
Do you need to automate your document creation? Do you want to have your very own form or document templates dynamically populated? With Zapier, you can automate this process entirely. Store your purchase offer template on WebMerge and when you are ready, hit the "Offer" button in SweepBright to have it automatically populated with your property data.
- When this happens...Document Requested: Valuation
Triggers when a valuation document is requested.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItVisit Canceled
Triggers when a visit has been canceled.
Try It
