Integrations Solve CRM Waveline Extract
Solve CRM + Waveline Extract

Connect Solve CRM and Waveline Extract to Build Intelligent Automations

Choose a Trigger

Solve CRM

When this happens...

Choose an Action

Waveline Extract

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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 Solve CRM

Do thisActions

Action is the task that follows automatically within your Solve CRM integrations.

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.

List Fields

List Fields

Returns a collection of available contact fields.

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Frequently Asked Questions

How do I start an integration between Solve CRM and Waveline Extract?

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

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

Absolutely. You can customize how Solve CRM data is recorded in Waveline Extract. This includes choosing which data fields go into which fields of Waveline Extract, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Solve CRM and Waveline Extract?

The data sync between Solve CRM and Waveline Extract 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 Solve CRM to Waveline Extract?

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 Solve CRM and Waveline Extract?

Yes, you can set conditional logic to control the flow of data between Solve CRM and Waveline Extract. 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.

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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Waveline Extract

About Waveline Extract

Waveline extracts structured data from documents.

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