Connect Waveline Extract and Solve CRM
Integrate Waveline Extract with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Job - Extract Document in Waveline Extract when New Company in Solve-crm
Get Job in Waveline-extract when New Company in Solve-crm
Create Job - Extract Document in Waveline Extract when New Contacts in Solve CRM
Get Job in Waveline-extract when New Contacts in Solve CRM
Create Job - Extract Document in Waveline Extract when New Tagged Contact in Solve-crm
Popular Waveline Extract + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Waveline Extract
When this happens...
- Request a new Trigger for Waveline Extract
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create Job - Extract Document in Waveline Extract when New Company in Solve-crm
Use this flowGet Job in Waveline-extract when New Company in Solve-crm
Use this flowCreate Job - Extract Document in Waveline Extract when New Contacts in Solve CRM
Use this flowGet Job in Waveline-extract when New Contacts in Solve CRM
Use this flowCreate Job - Extract Document in Waveline Extract when New Tagged Contact in Solve-crm
Use this flowGet Job in Waveline-extract when New Tagged Contact in Solve-crm
Use this flowCreate Job - Extract Document in Waveline Extract when Update Contact in Solve CRM
Use this flowGet Job in Waveline-extract when Update Contact in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Waveline Extract and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Waveline Extract integrations.
Create Job - Extract Document
Create the job to extracts data(JSON) from your document.
Get Job
Get the result of a job you created earlier with Extract Document
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Waveline Extract and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Waveline Extract and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Waveline Extract triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Waveline Extract. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Waveline Extract and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Waveline Extract and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
