Formstack Documents + Solve CRM
Formstack Documents + Solve CRM
Formstack Documents + Solve CRM integrations
Merge WebMerge documents with new tagged contacts on Solve CRM
Spending too much time preparing the same documents for particular kinds contacts on Solve CRM? This Solve CRM WebMerge integration with WebMerge can prepare them all for you automatically with simple click. Just set it up and it will begin triggering for each new contact you tag on Solve CRM, merging their data into your WebMerge document so each one is prepared for you whenever you need it.
- 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.
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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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