Connect Easybill and Solve CRM
Integrate Easybill with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Document Created in Easybill
Create a Contact in Solve CRM when New Document Created in Easybill
List Contact in Solve CRM when New Document Created in Easybill
List Ownership in Solve-crm when New Document Created in Easybill
List Category Tags from Solve CRM when New Document Created in Easybill
Popular Easybill + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Easybill
When this happens...
New Document Created
Project Updated
New Project Created
Project Deleted
New Task Created
Task Updated
Task Deleted
New SEPA Payment Created
SEPA Payment Updated
SEPA Payment Deleted
New Position Created
Position Updated
Position Deleted
Post Box Created
Post Box Updated
Post Box Delete
Post Box Fail
New Customer Created
Customer Update
Customer Delete
New Contact Created
Contact Update
Contact Delete
Document Update
Document Completed
Document Payment Add
Document Payment Delete
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Document Created in Easybill
Use this flowCreate a Contact in Solve CRM when New Document Created in Easybill
Use this flowList Contact in Solve CRM when New Document Created in Easybill
Use this flowList Ownership in Solve-crm when New Document Created in Easybill
Use this flowList Category Tags from Solve CRM when New Document Created in Easybill
Use this flowList Fields in Solve-crm when New Document Created in Easybill
Use this flowCreate a Company in Solve360 when Project Updated in Easybill
Use this flowCreate a Contact in Solve CRM when Project Updated in Easybill
Use this flowList Contact in Solve CRM when Project Updated in Easybill
Use this flowList Ownership in Solve-crm when Project Updated in Easybill
Use this flowSupported Triggers & Actions
Everything you can automate between Easybill and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
New Task Created
Triggered when a new Task is created in Easybill.
Task Updated
Triggered when a Task is updated in Easybill.
Do thisActions
Action is the task that follows automatically within your Easybill integrations.
Create Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Update Customer
Update a customer in a account.
Create Customer Groups
Creates Customer Groups in a account.
Delete Customer Group
Delete a customer group from account.
Update Customer Groups
Updates Customer Group in a account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Easybill and Solve CRM free
No credit card required. Set up your first workflow in minutes.
About Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreAbout 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Easybill and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Easybill and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Easybill triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Easybill. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Easybill and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Easybill and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
