Formstack Documents + Solve CRM
Formstack Documents + Solve CRM
Formstack Documents + Solve CRM integrations
Automatically populate WebMerge templates from new tagged contacts in Solve
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.
- When this happens...New Tagged ContactTriggers when a specific tag is applied to a contact.
- automatically do this!Create Document MergeSend data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Solve CRM and Formstack Documents
Discover other triggers and actions you can use with Solve CRM and Formstack Documents
- New Company
Triggers when you add a new company.
Try ItTriggerPolling - Category TagRequired
Try ItTriggerPolling- New User
Triggers when you add a new user account.
Try ItTriggerPolling - Shared With...
- Company Name
- Categories
ActionWrite
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - Category TagRequired
Try ItTriggerPolling- New Workgroup
Triggers when a new workgroup is created.
Try ItTriggerPolling - Shared 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
ActionWrite
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. 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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