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


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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!
Wealthbox CRM
New Task

Triggers when a new task is created.

Wealthbox CRM
Create Contact

Creates a new contact.

Wealthbox CRM
New Event

Triggers when a new event is created.

Wealthbox CRM
Create Event

Creates a new event.

Wealthbox CRM
New Contact

Triggers when a new contact is created.

Wealthbox CRM
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.

Wealthbox CRM
New Workflow

Triggers when a new workflow is created.

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

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

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.