Create Personalized Documents in WebMerge From Harvest

Harvest is a great tool for creating quotes and invoices, but what if you want other personalized documents for your clients? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a client to Harvest.

How it Works

Zapier will watch your Harvest account for new clients. Whenever you add a new client, it'll copy the client info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. A Harvest Account with Client Info
  2. A WebMerge Account with a Document Template check this WebMerge tutorial for more info)

Got that? Then let's get started.

Create Personalized Documents in WebMerge From Harvest
Harvest integration logo

Harvest gives you simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.

WebMerge integration logo

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.

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