Connect Deskpro and Solve CRM to Build Intelligent Automations

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Deskpro

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Solve CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Organization

New Organization

This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).

New Person Added

New Person Added

This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).

New Ticket

New Ticket

Checks for any new ticket created

New Task

New Task

This trigger checks for newly created tasks in Deskpro.

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.

Do thisActions

Action is the task that follows automatically within your Deskpro integrations.

Create Brand

Create Brand

Create a Breand in Deskpro

Create Ticket

Create Ticket

Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.

Create Organization

Create Organization

Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.

Find Ticket

Find Ticket

Retrieve tickets from Deskpro using a query string.

Find Organization

Find Organization

Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.

Add Message to Ticket

Add Message to Ticket

Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.

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Frequently Asked Questions

How do I start an integration between Deskpro and Solve CRM?

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

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

Absolutely. You can customize how Deskpro 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 Deskpro and Solve CRM?

The data sync between Deskpro 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 Deskpro 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 Deskpro and Solve CRM?

Yes, you can set conditional logic to control the flow of data between Deskpro 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.

Deskpro

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

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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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