Connect iLovePDF and Solve CRM to Build Intelligent Automations

Choose a Trigger

iLovePDF

When this happens...

Choose an Action

Solve CRM

Automatically do this!

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 iLovePDF

Do thisActions

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

Image to PDF

Image to PDF

Convert an image to PDF by public URL.

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 iLovePDF and Solve CRM?

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

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

Absolutely. You can customize how iLovePDF 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 iLovePDF and Solve CRM?

The data sync between iLovePDF 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 iLovePDF 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 iLovePDF and Solve CRM?

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

iLovePDF

About iLovePDF

Every tool you need to use PDFs, at your fingertips. Merge, split, compress, convert, rotate, unlock and watermark PDFs with just a few clicks.

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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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