Integrations APITemplate.io Solve CRM
APITemplate.io + Solve CRM

Connect APITemplate.io and Solve CRM to Build Intelligent Automations

Choose a Trigger

APITemplate.io

When this happens...

Choose an Action

Solve CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Triggers when a new template is created.

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 APITemplate.io

Do thisActions

Action is the task that follows automatically within your APITemplate.io integrations.

Create Image

Create Image

Creates an image by using your image template.

Create PDF

Create PDF

Create a PDF by using your template.

List Objects

List Objects

Lists Generated Images or PDFs.

Create PDF from HTML

Create PDF from HTML

Creates a PDF from a HTML.

Create PDF From URL

Create PDF From URL

Create a PDF from a URL.

Create a Company

Create a Company

Creates a new company record in Solve360.

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Frequently Asked Questions

How do I start an integration between APITemplate.io and Solve CRM?

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

Can we customize how data from APITemplate.io is recorded in Solve CRM?

Absolutely. You can customize how APITemplate.io 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 APITemplate.io and Solve CRM?

The data sync between APITemplate.io 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 APITemplate.io 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 APITemplate.io and Solve CRM?

Yes, you can set conditional logic to control the flow of data between APITemplate.io 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.

APITemplate.io

About APITemplate.io

apitemplate.io is a cloud-based platform that simplifies the creation of dynamic images through API integration. It allows users to generate images based on customizable templates and data inputs. With robust automation capabilities, it streamlines processes for applications requiring real-time image generation.

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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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