IntegrationsAirSlateSolve CRM
AirSlate + Solve CRM

Connect AirSlate and Solve CRM to Build Intelligent Automations

Choose a Trigger

AirSlate

When this happens...

Choose an Action

Solve CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggered when a new company record is created in Solve360.

New Contacts

New Contacts

Triggers when you add a new contact.

New Tagged Contact

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Update Contact

Update Contact

Triggers when update a contact.

Request a new Trigger for AirSlate

Do thisActions

Action is the task that follows automatically within your AirSlate integrations.

Integrate with CRM

Integrate with CRM

Connect airSlate workflows with your CRM system to automate data synchronization.

Create a Company

Create a Company

Creates a new company record in Solve360.

Create a Contact

Create a Contact

Creates a new contact in Solve360.

List Contact

List Contact

List all contact.

List Ownership

List Ownership

List all Ownership

List Category Tags

List Category Tags

Returns a collection of available contact tags.

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Frequently Asked Questions

How do I start an integration between AirSlate and Solve CRM?

To start, connect both your AirSlate and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AirSlate triggers actions in Solve CRM (or vice versa).

Can we customize how data from AirSlate is recorded in Solve CRM?

Absolutely. You can customize how AirSlate data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AirSlate and Solve CRM?

The data sync between AirSlate and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AirSlate to Solve CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AirSlate and Solve CRM?

Yes, you can set conditional logic to control the flow of data between AirSlate and Solve CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

AirSlate

About AirSlate

PDFfiller is an online platform that allows users to edit, sign, and share PDF documents with ease. It provides a comprehensive suite of tools for managing PDF files, including form creation, document merging, and secure storage.

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Solve CRM

About Solve CRM

Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.

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