Formstack Documents + Workbooks CRM

Populate WebMerge documents with new Workbooks CRM info

Need to populate contracts, quotes, agreements and other documents with contact info Workbooks CRM? Setup this Workbooks-WebMerge integration and each time you add a new lead to Workbooks CRM, Zapier use the contact info to populate a WebMerge template.

Need to populate contracts, quotes, agreements and other documents with contact info Workbooks CRM? Setup this Workbooks-WebMerge integration and each time you add a new lead to Workbooks CRM, Zapier use the contact info to populate a WebMerge template.

  1. When this happens...
    Workbooks CRMWorkbooks CRM
    New Sales Lead

    Triggers when a new sales lead is created.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

  • Workbooks CRM triggers, actions, and search

    New Organisation

    Triggers when a new organisation is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    New Sales Lead

    Triggers when a new sales lead is created.

    Trigger
    Instant
    Try It
  • Workbooks CRM triggers, actions, and search

    Posted Invoice

    Triggers when an invoice is complete and its status posted.

    Trigger
    Instant
    Try It
    • Marketing CampaignRequired

    • Party or Lead IDRequired

    • Party or Lead TypeRequired

    • Member's NameRequired

    • Status

    Action
    Write
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formstack-documents logo

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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workbooks logo

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Related categories

  • CRM (Customer Relationship Management)

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