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

Get started for free—14 day trial of premium features and apps.

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!
Solve CRM
New Company

Triggers when you add a new company.

WebMerge
Create Data Route Merge

Send data to your Data Route URL.

Solve CRM
New Tagged Contact

Triggers when a specific tag is applied to a contact.

WebMerge
Create Document Merge

Send data to your Merge URL.

Solve CRM
New Contact

Triggers when you add a new contact.

Solve CRM
Create Company

Create a new company.

Solve CRM
New User

Triggers when you add a new user account.

Solve CRM
Create Contact

Create a new contact.

WebMerge
New Merged Document

Triggers when a merged/populated document is created.

WebMerge
Combine Files

Combine multiple files into a single PDF or DOCX.

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Become a Zapier Integration Partner

Solve is a powerful and modern CRM that has integrated features for managing client projects. For small teams it is an ideal and flexible solution. Formerly Solve 360.

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.