Create Personalized Documents from Solve 360 with WebMerge
Solve CRM + Formstack Documents
Formstack Documents + Solve CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and Solve CRM.
Get started with workflows like: Create Personalized Documents from Solve 360 with WebMerge. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.
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Connect Formstack Documents + Solve CRM in Minutes
It's easy to connect Formstack Documents + Solve CRM and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
InstantNew Merged Document
Triggers when a merged/populated document is created.
New Contact
Triggers when you add a new contact.
New Tagged Contact (Beta)
Triggers when a specific tag is applied to a contact.
New Workgroup
Triggers when you add a new workgroup.
New Company
Triggers when you add a new company.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
New User
Triggers when you add a new user account.
How Formstack Documents + Solve CRM Integrations Work
- Step 1: Authenticate Formstack Documents + Solve CRM.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.