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Create proposals for new Solve contacts with WebMerge

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Document Merge

Looking for a way to automatically generate proposals when you add a new contact in Solve CRM? Setup this Solve-WebMerge integration and each time you add a contact, Zapier will send the data to your template in WebMerge.

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

How this Solve-WebMerge integration works

  1. A new contacts is added to Solve CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Solve CRM
  • WebMerge

Connect Formstack Documents + Solve CRM in Minutes

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