Integrations Waveline Extract Solve CRM
Waveline Extract + Solve CRM

Connect Waveline Extract and Solve CRM to Build Intelligent Automations

Choose a Trigger

Waveline Extract

When this happens...

Choose an Action

Solve CRM

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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 Waveline Extract

Do thisActions

Action is the task that follows automatically within your Waveline Extract integrations.

Create Job - Extract Document

Create Job - Extract Document

Create the job to extracts data(JSON) from your document.

Get Job

Get Job

Get the result of a job you created earlier with Extract Document

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

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Frequently Asked Questions

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

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

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

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

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

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

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 Waveline Extract and Solve CRM?

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

Waveline Extract

About Waveline Extract

Waveline extracts structured data from documents.

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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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