Connect Gitbook and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New spaces
New Team
New Share Link
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New spaces
Trigger when a new spaces is created.
New Team
Trigger when a new team is created.
New Share Link
Trigger when a new share link is created.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Do thisActions
Action is the task that follows automatically within your Gitbook integrations.
Create a site
Create a new site.
Create collection
Create a new collection.
Create an organization invite
Create an organization invite.
Create a space
Create a new in an organization space.
Get the list of organizations
Get the list of organizations for the currently authenticated user.
Get an organization by its ID
Get an organization by its ID.
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Frequently Asked Questions
To start, connect both your Gitbook and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gitbook triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Gitbook 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.
The data sync between Gitbook and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gitbook 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.
About Gitbook
Gitbook is a modern documentation platform where teams can document everything from products to internal knowledge bases. It provides a collaborative environment for creating, editing, and sharing content, making it ideal for teams looking to streamline their documentation process.
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.
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