
When this happens...
New Post

Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new post is created in Canny.
Triggered when a new company record is created in Solve360.
Triggers when you add a new contact.
Triggers when a specific tag is applied to a contact.
Triggers when update a contact.
Action is the task that follows automatically within your canny_test integrations.
Creates a new post in Canny.
Creates a new company record in Solve360.
Creates a new contact in Solve360.
List all contact.
List all Ownership
Returns a collection of available contact tags.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your canny_test and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in canny_test triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how canny_test 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.
The data sync between canny_test and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between canny_test 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.
Canny is a powerful tool designed to help businesses collect, organize, and prioritize customer feedback. It enables teams to make informed product decisions by understanding what their users need the most. With features like feedback boards, roadmaps, and changelogs, Canny streamlines the process of managing user feedback and aligning it with product development.
Learn MoreSolve360 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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