Signwell

Documents, Email

Solve CRM

CRM, Project Management

Integrations Signwell Solve CRM

Create integrations between Signwell and Solve CRM

Create a Company in Solve360 when Document Completed in Signwell

Create a Contact in Solve CRM when Document Completed in Signwell

Create a Company in Solve360 when Document Sent in Signwell

Create a Contact in Solve CRM when Document Sent in Signwell

Create a Company in Solve360 when Document Viewed in Signwell

Create a Contact in Solve CRM when Document Viewed in Signwell

Create Document From Template in Signwell when New Company in Solve-crm

Create Document From Template in Signwell when New Contacts in Solve-crm

Actions and Triggers

Triggers

Document Completed

Triggers when a document has been completed.

Document Sent

Triggers when a document is sent.

Document Viewed

Triggers when a signer view a document for the first time.

New Company

Triggered when a new company record is created in Solve360.

New Contacts

Here you will get recent contacts

Actions

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

Create a Company

Creates a new company record in Solve360.

Create a Contact

Creates a new contact in Solve360.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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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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