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

Need to populate contracts, proposals, agreements and other documents with contact info stuck in your other apps? Setup this Wealthbox-WebMerge integration and each time you add a new contact to Wealthbox CRM, Zapier use the contact info to complete a WebMerge template.

How this Wealthbox-WebMerge integration works

  1. A new contact is created in Wealthbox CRM
  2. Zapier automatically sends data to WebMerge

Apps involved

  • Wealthbox CRM
  • WebMerge

Why Zapier?


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

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

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Workflow

Triggers when a new workflow is created.

Create Document Merge

Send data to your Merge URL.

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Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn More

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