Solve CRM

CRM, Project Management

MyDocSafe

Document Management, E-Signature

Integrations Solve CRM MyDocSafe

Create integrations between Solve CRM and MyDocSafe

Create a Folder in Mydocsafe when New Company in Solve-crm

Create a Portal in Mydocsafe when New Company in Solve-crm

Create a Portal Group in Mydocsafe when New Company in Solve-crm

Create a Folder in Mydocsafe when New Contacts in Solve-crm

Create a Portal in Mydocsafe when New Contacts in Solve-crm

Create a Portal Group in Mydocsafe when New Contacts in Solve-crm

Create a Company in Solve360 when Document is Signed in Mydocsafe

Create a Contact in Solve CRM when Document is Signed in Mydocsafe

Create a Company in Solve360 when Form is submitted in Mydocsafe

Create a Contact in Solve CRM when Form is submitted in Mydocsafe

Actions and Triggers

Triggers

New Company

Triggered when a new company record is created in Solve360.

New Contacts

Here you will get recent contacts

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

Actions

Create a Company

Creates a new company record in Solve360.

Create a Contact

Creates a new contact in Solve360.

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

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.

Know more

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.

Know more

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 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

About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

Learn More