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Create integrations between Filestage and Solve CRM
Create a Company in Solve360 when New Project is Created in Filestage
Create a Contact in Solve CRM when New Project is Created in Filestage
Create a Company in Solve360 when Project is Archived in Filestage
Create a Contact in Solve CRM when Project is Archived in Filestage
Create a Company in Solve360 when Project is Deleted in Filestage
Create a Contact in Solve CRM when Project is Deleted in Filestage
Create a Company in Solve360 when New File Version Is Uploaded to Filestage
Create a Contact in Solve CRM when New File Version Is Uploaded to Filestage
Create a Company in Solve360 when File Version is Deleted in Filestage
Create a Contact in Solve CRM when File Version is Deleted in Filestage
Actions and Triggers
When this happensTriggers
New Project is Created
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
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Frequently Asked Questions
About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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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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