Connect Dynalist and Solve CRM
Integrate Dynalist with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Item Added in Dynalist
Create a Contact in Solve CRM when New Item Added in Dynalist
List Contact in Solve CRM when New Item Added in Dynalist
List Ownership in Solve-crm when New Item Added in Dynalist
List Category Tags from Solve CRM when New Item Added in Dynalist
Popular Dynalist + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Dynalist
When this happens...
New Item Added
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Item Added in Dynalist
Use this flowCreate a Contact in Solve CRM when New Item Added in Dynalist
Use this flowList Contact in Solve CRM when New Item Added in Dynalist
Use this flowList Ownership in Solve-crm when New Item Added in Dynalist
Use this flowList Category Tags from Solve CRM when New Item Added in Dynalist
Use this flowList Fields in Solve-crm when New Item Added in Dynalist
Use this flowGet All Documents and Folders from Dynalist when New Company in Solve-crm
Use this flowCreate Document or Folder in Dynalist when New Company in Solve-crm
Use this flowGet Document Content from Dynalist when New Company in Solve-crm
Use this flowAdd Item to Inbox to Dynalist Inbox when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Dynalist and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Item Added
Runs when new item added
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 Dynalist integrations.
Get All Documents and Folders
Get all documents and folders
Create Document or Folder
Create a document or folder
Get Document Content
Get document title and items
Add Item to Inbox
Create an item in your Inbox
Add Item to Document
Create an item in a Dynalist doc
Update Item in Document
Edit an item in a document
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 Dynalist
Dynalist is a versatile tool designed for organizing your thoughts, ideas, and tasks in a structured manner. It allows users to create outlines, lists, and notes, making it ideal for personal productivity and project management. With its intuitive interface, Dynalist helps you keep track of your tasks and ideas efficiently.
Learn more
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 Dynalist 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 Dynalist 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 Dynalist triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Dynalist. 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 Dynalist and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dynalist 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.
