Solve CRM

CRM, Project Management

ShareFile

Productivity, Business Intelligence

Integrations Solve CRM ShareFile

Create integrations between Solve CRM and ShareFile

Add Note in Sharefile when New Company in Solve-crm

Add URL in Sharefile when New Company in Solve-crm

Create Client User in Sharefile when New Company in Solve-crm

Create Folder in ShareFile when New Company in Solve-crm

Add Note in Sharefile when New Contacts in Solve-crm

Add URL in Sharefile when New Contacts in Solve-crm

Create Client User in Sharefile when New Contacts in Solve-crm

Create Folder in ShareFile when New Contacts in Solve-crm

Create a Company in Solve360 when New File in ShareFile

Create a Contact in Solve CRM when New File in ShareFile

Actions and Triggers

Triggers

New Company

Triggered when a new company record is created in Solve360.

New Contacts

Here you will get recent contacts

New File

Triggers when a new file is uploaded to a specified folder.

New Client

Triggers when a new client is created.

Actions

Create a Company

Creates a new company record in Solve360.

Create a Contact

Creates a new contact in Solve360.

Add Note

Adds a note in the chosen folder.

Add URL

Adds a URL in the chosen folder.

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Creates a folder in the chosen folder.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with 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 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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About ShareFile

ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.

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