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Create Personalized Documents from Solve 360 with WebMerge

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Document Merge

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.

How it Works

Zapier will watch your Solve 360 account for new contacts. Whenever you add a new contact, it'll copy their info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. A Solve 360 Account with Contact Info
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Connect Formstack Documents + Solve CRM in Minutes

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