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

Premium
Solve CRM is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

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.

Convert File to PDF

Converts a given file to a PDF.

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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