Formstack Documents + Solve CRM
Formstack Documents + Solve CRM
Formstack Documents + Solve CRM integrations
Create Personalized Documents from Solve 360 with WebMerge
Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Solve 360 CRM contacts? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a contact to Solve 360.
- When this happens...New ContactTriggers when you add a new 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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