Create proposals for new Solve contacts with WebMerge
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.
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.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Company Name
Categories
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when a new workgroup is created.
Try ItShared With...
First Name
Last Name
Job Title
Business Address
Business Email
Business Fax
Business Phone Direct
Business Phone Extension
Business Phone Main
Cellular Phone
Home Address
Home Phone
Other Email
Personal Email
Website
Categories