SolveXia Integrations

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OneDrive

File Management & Storage, Microsoft

Schedule by Zapier

Scheduling & Booking, Zapier

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Google Calendar

Calendar, Google

Mailchimp

Email Newsletters

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

Schedule by Zapier

Scheduling & Booking, Zapier

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

OneDrive

File Management & Storage, Microsoft

Schedule by Zapier

Scheduling & Booking, Zapier

Slack

Team Chat

Connect your apps and automate workflows

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Popular ways to use SolveXia workflows

Run SolveXia processes for new OneDrive files
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OneDrive + SolveXia
More details
When this happens
Step 1: New File
Then do this
Step 2: Run Process
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Run SolveXia processes for new OneDrive files
Run SolveXia processes for new OneDrive files
OneDrive + SolveXia
Send messages to Microsoft Teams channels for newly-completed SolveXia process runs
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SolveXia + Microsoft Teams
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When this happens
Step 1: Completed Process
Then do this
Step 2: Send Channel Message
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Send messages to Microsoft Teams channels for newly-completed SolveXia process runs
Send messages to Microsoft Teams channels for newly-completed SolveXia process runs
SolveXia + Microsoft Teams
Run SolveXia processes with new JotForm submissions
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Jotform + SolveXia
More details
When this happens
Step 1: New Submission
Then do this
Step 2: Run Process
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Run SolveXia processes with new JotForm submissions
Run SolveXia processes with new JotForm submissions
Jotform + SolveXia
Send new Salesforce records to SolveXia
Premium
Try it
Salesforce + SolveXia
More details
When this happens
Step 1: New Record
Then do this
Step 2: Run Process
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Send new Salesforce records to SolveXia
Premium
Send new Salesforce records to SolveXia
Salesforce + SolveXia
Upload new results from SolveXia Process into Google Drive
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SolveXia + Google Drive
More details
When this happens
Step 1: Completed Process
Then do this
Step 2: Upload File
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Upload new results from SolveXia Process into Google Drive
Upload new results from SolveXia Process into Google Drive
SolveXia + Google Drive
Send new Salesforce records to SolveXia
Premium
Try it
Salesforce + SolveXia
More details
When this happens
Step 1: New Record
Then do this
Step 2: Run Process
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Send new Salesforce records to SolveXia
Premium
Send new Salesforce records to SolveXia
Salesforce + SolveXia
Update Dynamics 365 CRM accounts with data from newly-completed SolveXia processes
Premium
Try it
SolveXia + Microsoft Dynamics 365 CRM
More details
When this happens
Step 1: Completed Process
Then do this
Step 2: Update Account
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Update Dynamics 365 CRM accounts with data from newly-completed SolveXia processes
Premium
Update Dynamics 365 CRM accounts with data from newly-completed SolveXia processes
SolveXia + Microsoft Dynamics 365 CRM

Supported triggers and actions

What does this mean?

Completed Process
Triggers when a new process run matched by the supplied filter in the description has finished in SolveXia.
Trigger
Scheduled
Run Process
Run a process in SolveXia
Action
Write

About SolveXia

SolveXia helps Finance and Accounting teams automate their reporting, reconciliations and analytics quickly and easily with zero-coding. Location support: Australia

Related categories

Analytics

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