Solve CRM

CRM, Project Management

Signable

Documents, File Management & Storage

Integrations Solve CRM Signable

Create integrations between Solve CRM and Signable

Send an Envelope using a Template with Signable when New Company in Solve-crm

Send an Envelope using a Template with Signable when New Contacts in Solve-crm

Create a Company in Solve360 when Send Envelope via Signable

Create a Contact in Solve CRM when Send Envelope via Signable

Create a Company in Solve360 when Add Contact to Signable

Create a Contact in Solve CRM when Add Contact to Signable

Create a Company in Solve360 when Cancel Envelope in Signable

Create a Contact in Solve CRM when Cancel Envelope in Signable

Create a Company in Solve360 when Envelope Opened in Signable

Create a Contact in Solve CRM when Envelope Opened in Signable

Actions and Triggers

Triggers

New Company

Triggered when a new company record is created in Solve360.

New Contacts

Here you will get recent contacts

Send Envelope

Triggers when a envelope is send.

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Triggers when an envelope is open.

Actions

Create a Company

Creates a new company record in Solve360.

Create a Contact

Creates a new contact in Solve360.

Send an Envelope using a Template

Send an Envelope using a Template.

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! .

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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 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 Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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