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Automatically populate WebMerge templates from new tagged contacts in Solve

  1. When this happensStep 1: New Tagged Contact

  2. Then do thisStep 2: Create Document Merge

Need a way to automatically generate contracts, letters, and more when you add a tag a contact in Solve CRM? Setup this Solve-WebMerge integration and each time you tag a contact, Zapier will send the data to your template in WebMerge.

How this Solve-WebMerge integration works

  1. A new tag is added to a contact in Solve CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Solve CRM
  • WebMerge

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.

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