Solve CRM
When this happens...
Solve CRMNew Contact
Then do this...
WebMergeCreate Document Merge

Looking for a way to automatically generate proposals when you add a new contact in Solve CRM? Setup this Solve-WebMerge integration and each time you add a contact, Zapier will send the data to your template in WebMerge.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Solve-WebMerge integration works

  1. A new contacts is added to Solve CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Solve CRM
  • WebMerge
Premium
Solve CRM is a Premium integration on Zapier.

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Free

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Enterprise-level security—connect mission-critical apps.

It's easy to connect Solve CRM + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Company

Triggers when you add a new company.

Create Data Route Merge

Send data to your Data Route URL.

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Create Document Merge

Send data to your Merge URL.

New Contact

Triggers when you add a new contact.

Create Company

Create a new company.

New User

Triggers when you add a new user account.

Create Contact

Create a new contact.

New Merged Document

Triggers when a merged/populated document is created.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

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Become a Zapier Integration Partner

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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.

See WebMerge Integrations