Solve CRM + sevDesk Integration

Integrate sevDesk to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync customer records, create companies, update invoices, and track financial workflows automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk

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Ready Workflows Ready Workflows for sevDesk + Solve CRM Integration

Create contacts, generate vouchers, update orders, track financial records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
sevDesk + Solve CRM Integration

Create Solve CRM contact for new sevDesk contact

If you are using sevDesk, then you may want to also use Solve CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding contact will be created in Solve CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Solve CRM + sevDesk Integration

Create sevDesk contact for new Solve CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Solve CRM, this automation will automatically create a contact in sevDesk.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Solve CRM and sevDesk!
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Solve CRM + sevDesk Integration

Create sevDesk contact from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a contact in sevDesk. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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sevDesk + Solve CRM Integration

Create Solve CRM company from new sevDesk invoice

If you're a small business owner who uses sevDesk to manage your finances, you may be wondering if there's a way to automatically create a company profile in Solve CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Solve CRM and sevDesk!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your sevDesk + Solve CRM flow

Streamline billing operations, notify teams, and update spreadsheets as your sevDesk and Solve CRM data moves. Pick a combination and activate it in one click.

Solve CRM
sevDesk
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
S
S
S
Create a Stripe customer for every new contact in sevDesk, and add a contact in Solve CRM
New sevDesk contacts instantly become Stripe customers and Solve CRM contacts without manual data entry.
S
S
S
When an invoice is created in sevDesk, create a payment link in Stripe and update the contact in Solve CRM
Every new sevDesk invoice triggers a Stripe payment link while keeping your Solve CRM records updated.
S
S
S
When a Stripe payment succeeds, create an invoice in sevDesk and add a company in Solve CRM
Successful Stripe payments automatically generate sevDesk invoices and new Solve CRM companies.
S
S
S
Use ChatGPT to summarise Stripe payment failures, log them in sevDesk, and notify Solve CRM users
Use ChatGPT to analyse Stripe payment failures, record vouchers in sevDesk, and notify Solve CRM teams.

Supported triggers and actions for Solve CRM and sevDesk

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Create communication way in sevDesk
Creates a new communication method
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Create invoice in sevDesk
Generates invoices for sales transactions
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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What can you automate with sevDesk + Solve CRM?

Connect your accounting and customer management workflows to eliminate manual data entry and keep records in sync.

What you can automate?
🔄
Sync new contacts between sevDesk and Solve CRM automatically
Every time a contact is created in sevDesk, a matching contact is generated in Solve CRM instantly. Manual copying is eliminated across your entire team.
📋
Capture every submitted contact field and billing detail
Map all available contact attributes and invoice details directly from sevDesk into Solve CRM records. Your CRM database becomes a complete source of truth.
🔔
Notify the right team member the moment records update
Send instant alerts to staff via messaging apps or email whenever a new invoice or order comes in. Team collaboration improves without delays.
🔀
Route records based on submitted criteria and custom values
Trigger different follow-up actions or assign specific teams depending on the invoice values or contact types submitted in sevDesk.
🔄
Keep your CRM destination up to date as orders change
Automatically update existing records in Solve CRM whenever an invoice or order is modified in sevDesk. Version conflicts disappear.
🛡️
Prevent duplicate records with smart search and creation
Check existing database records before creating new entries, ensuring clean contact and company lists in Solve CRM.
💳
Handle later status changes like paid or updated invoices
Take immediate action when invoice statuses shift or vouchers are generated, keeping your financial pipeline accurate.
🌐
Extend your workflow to popular supporting applications
Connect your core sevDesk and Solve CRM setup with Google Sheets, Slack, Gmail, or Stripe for multi-step automations.
And much more...

Who is sevDesk + Solve CRM integration for?

Financial and customer service professionals use this integration to keep accounting data and CRM records aligned without manual data entry.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Sales Operations Teams
Sales Operations Teams
Billing Specialists
Billing Specialists
Operations Analysts
Operations Analysts
📈
Finance Managers
You're reviewing revenue reports in sevDesk while customer interactions live in Solve CRM, but manual data exports leave your financial dashboards incomplete — with this integration, every new contact and transaction syncs instantly and your numbers stay current.
Customer Support Leads
You need to respond immediately when client orders or invoices change in sevDesk, but finding out too late delays your service response — with this integration, team members get notified the moment records update and support workflows run smoothly.
🤝
Account Managers
You answer to clients who expect up-to-date billing histories and active account details, but scattered data makes status checks difficult — this integration means every invoice and order update reflects directly in your CRM timeline.
📊
Sales Operations Teams
The volume of new customer contacts and billing entries is too high for anyone to keep up by hand, leading to missed CRM entries — automating both apps means every contact lands in your database without manual typing.
🔄
Billing Specialists
You own the invoicing process and depend on sales teams to hand over accurate contact details, but manual handoffs cause persistent gaps — connecting these apps means billing and CRM records update simultaneously.
🗂️
Operations Analysts
You need a reliable audit history across your financial and customer platforms, but manual data entry keeps introducing errors into your records — automating both apps means your database stays complete and accurate.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Solve CRM + sevDesk

Build and manage your Solve CRM + sevDesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + sevDesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect sevDesk to Solve CRM?
Frequently Asked Questions
You can connect sevDesk to Solve CRM instantly using 1-click workflows on Integrately or by asking Integrately AI to build your automation. It takes seconds to link your accounts alongside tools like Stripe, Gmail, Google Sheets, Slack, Google Calendar, and Mailchimp.
Can I automatically sync sevDesk contacts to Solve CRM?
Frequently Asked Questions
Can I connect sevDesk, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for sevDesk and Solve CRM?
Frequently Asked Questions
How does sevDesk handle invoice and contact updates here?
Frequently Asked Questions
Can Solve CRM trigger actions in sevDesk?
Frequently Asked Questions
Do I need coding skills to automate sevDesk and Solve CRM?
Frequently Asked Questions
Is the sevDesk and Solve CRM integration free?
Frequently Asked Questions
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